Project Management Software Building Industry – Work Without Limits

This article is focused on answering Project Management Software Building Industry …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page requests think about it more like innovative requests from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish 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 ads so i’ll reveal you guys that also and finally i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and then we’re going to begin incredible fine let’s begin and landing page demand i’m assuming

 

you guys i’m simply gon na show um discuss the basics truly rapidly however i’m sure you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to discuss integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this in between customers or projects and it really simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief before dealing with a creative request is utilizing the type so a kind generally takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll okay let me reveal you how to create a type however generally this form comes in here and then the group lead of the innovative design team or any other team can designate a particular designer to deal with it so let me show you men how to produce and add a type if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys check the view area since it’s just 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 specific things on your board so close the type view and like i stated it takes specific columns not the person column naturally however other columns that you can conceal or make um viewable for the person that is going to be provided the type they can upload this file if you want to require it you can constantly do a checkbox and then they can’t send the kind without filling this information in so you can really just create any column with anything that you guys need when an imaginative demand is available in make it a form share the form sneak peek the program you guys how a kind looks like um the name of the demand you desire you wish to add a certain quick with a particular i understand each company has a particular structure that

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they utilize um when do you need it by the concern and so on etc um you can take this link after put one second let me click the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a certain apply for example today whatever is in the planning concepts phase and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest concern i wish to submit it and let me reveal you men how it can be found in on the board webinar demand test so it’s constantly going to enter into the very first group which is important to know and after that it can be called concepts or demands coming in and after that i can simply go ahead take it and move it to a certain group that i believe 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 outline your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable incredible awesome i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them as well today i’ll just offer like a quick summary this is the individual column as you men know we have our seven core columns here and after that we have more interesting 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 quickly um dale you just ask presuming one form can populate numerous columns on one board yes dell you are right 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 is available in as an item on the board fantastic so this is our column center what we utilize here is a concern one we called it concern but it’s generally a rating column um we have a. Project Management Software Building Industry

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file column and we have a tags column what i enjoy 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 browse 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 particularly i can see that it’s another board and after that if i have a particular job i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not sure if you men know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might show you guys remove deadline mode basically what i want to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Project Management Software Building Industry