Project Management Software Considerations – Work Without Limits

This article is focused on answering Project Management Software Considerations …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are usage cases for banner and landing page demands think about it more like imaginative requests from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that too and lastly i’m going to show you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wished to show you guys so i have it open and then we’re going to begin incredible okay let’s start and landing page request i’m assuming

 

you guys i’m just gon na show um talk about the basics really quickly however i’m sure you men know that this is a board each one of these are called each row and a group is called a product today we’re going to review combinations automations views and a lot more fun things so the way i divided my board here is between months however you can do this in between customers or tasks and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick before dealing with an imaginative request is using the type so a kind basically takes all your columns and makes it a link that other individuals can complete 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 want the designer to develop and i’ll fine let me reveal you how to create a type but generally this type comes in here and then the team lead of the innovative style group or any other group can assign a certain designer to deal with it so let me reveal you men how to develop and add a kind if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys check the view area due to the fact that it’s simply another way to reveal um all your items just 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 type view and like i stated it takes certain columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be provided the type they can submit this file if you want to need it you can constantly do a checkbox and then they can’t send the form without filling this information in so you can really simply develop any column with anything that you guys require when an innovative request comes in make it a kind share the kind sneak peek the show you men how a form looks like um the name of the demand you want you want to add a particular brief with a particular i understand each business has a specific structure that

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they utilize um when do you require it by the concern and so on etc um you can take this link after put one 2nd let me click 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 simply 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 particular declare example right now everything is in the planning concepts phase and i require the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest concern i want to submit it and let me show you people how it comes in on the board webinar request test so it’s always going to enter the very first group which is important to know and then it can be called concepts or requests can be found in and after that i can simply go ahead take it and move it to a specific group that i think 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 board or another group depending on how you describe your workflow simply to make certain you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes incredible incredible awesome i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them too and now i’ll just give like a quick overview this is the person column as you guys understand we have our seven core columns here and then 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 item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can populate several columns on one board yes dell you are proper every column that you develop can be practically every column you create can be in a type view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we use here is a concern one we called it concern but it’s generally a ranking column um we have actually a. Project Management Software Considerations

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file column and we have a tags column what i like 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 reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a specific project i’m dealing with i can simply link them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m unsure if you people understand what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might show you guys eliminate due date mode generally what i wish to do i wish 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 Considerations