This article is focused on answering Project Management Plan Template Software …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page requests think about it more like innovative demands from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you men that too and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just want to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin incredible okay let’s start and landing page request i’m presuming
you guys i’m simply gon na reveal um talk about the essentials truly quickly however i’m sure you people understand that this is a board every one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between projects or customers and it actually just depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a short before working on a creative request is using the kind so a type basically takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll okay let me show you how to create a form however basically this form is available in here and then the team lead of the innovative style group or any other group can designate a particular designer to deal with it so let me reveal you men how to create and include a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you guys inspect the view section because it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the kind view and like i said it takes certain columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the kind they can publish this file if you wish to require it you can always do a checkbox and then they can’t submit the form without filling this info in so you can actually just produce any column with anything that you men require when a creative request is available in make it a form share the form sneak peek the show you men how a kind appears like um the name of the request you desire you wish to include a specific quick with a particular i know each company has a particular structure that
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they utilize um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click on the kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a specific file for example right now whatever is in the preparation ideas stage and i require the creative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest concern i wish to send it and let me show you people how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is very important to know and after that it can be called concepts or requests can be found in and then i can simply proceed take it and move it to a particular group that i think it matters for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes incredible amazing remarkable i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them also now i’ll simply offer like a quick overview this is the person column as you people know we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy numerous columns on one board yes dell you are proper every column that you create can be almost every column you create can be in a form view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we use here is a priority one we named it priority but it’s basically a rating column um we have actually a. Project Management Plan Template Software
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Project Management Plan Template Software