Project Management Software And Crm – Work Without Limits

This article is focused on answering Project Management Software And Crm …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page requests think of it more like creative requests from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that also and lastly i’m going to show you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to start awesome alright let’s begin and landing page request i’m assuming

 

you men i’m just gon na reveal um talk about the basics really quickly however i make certain you guys know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this in between projects or customers and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick before working on an innovative demand is utilizing the form so a type basically takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll okay let me reveal you how to create a type however generally this type is available in here and then the team lead of the innovative style team or any other team can assign a particular designer to deal with it so let me show you men how to include a form and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you people check the view area since it’s just another way to show um all your products just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the type view and like i said it takes particular columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be given the kind they can upload this file if you wish to require it you can always do a checkbox and then they can’t send the type without filling this info in so you can actually simply create any column with anything that you men require when an innovative request comes in make it a form share the kind sneak peek the program you men how a form appears like um the name of the request you want you wish to add a certain short with a specific i understand each business has a specific structure that

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they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click on the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can add a certain declare example right now everything is in the preparation concepts phase and i need the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest top priority i want to submit it and let me reveal you men how it comes in on the board webinar request test so it’s constantly going to enter into the first group which is essential to understand and then it can be called concepts or demands can be found in and then i can simply proceed take it and move it to a certain group that i believe it matters for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you outline your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes remarkable remarkable amazing i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them also now i’ll just give like a short overview this is the individual column as you men understand 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can populate several columns on one board yes dell you are right every column that you produce can be nearly every column you produce can be in a kind view and individuals can fill it out and it can be found in as a product on the board excellent so this is our column center what we use here is a concern one we called it concern but it’s basically a score column um we have a. Project Management Software And Crm

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file column and we have a tags column what i love about the tag column is if i click on this today it’s going to do a cross board search about every board i have on my um account and it’s going to search facebook it’s going to do a cross board search let me show you people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain task i’m working on i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m not sure if you guys know what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i could show you men remove due date mode basically what i want to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Project Management Software And Crm