Project Management Software Financial Services – Work Without Limits

This article is focused on answering Project Management Software Financial Services …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests think of it more like imaginative demands from designers content 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 review marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wished to show you men so i have it open and then we’re going to begin remarkable okay let’s begin and landing page request i’m assuming

 

you guys i’m just gon na reveal um talk about the fundamentals really quickly however i make certain you guys know 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 combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this in between tasks or clients and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief before working on an innovative request is utilizing the kind so a type generally takes all your columns and makes it a link that other people can fill out which they can publish 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 create and i’ll alright let me reveal you how to produce a form but generally this type can be found in here and then the team lead of the imaginative style team or any other team can appoint a specific designer to deal with it so let me reveal you guys how to create and add a type if anything is too quick 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 suggest you people check the view area because it’s simply another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the kind view and like i said it takes certain columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can publish this file if you wish to need it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can actually just develop any column with anything that you men require when a creative demand comes in make it a type share the form preview the program you guys how a type appears like um the name of the request you want you wish to add a particular brief with a certain i know each business has a specific structure that

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they utilize um when do you require it by the priority and so on and so forth 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 website 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 demand test i can include a particular declare example right now whatever is in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest concern i wish to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s always going to come into the first group which is important to know and after that it can be called requests or concepts can be found in and then i can simply go on take it and move it to a specific 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 outline your workflow simply 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 compose yes so i can get feedback while you men are listening yay yes yes amazing amazing remarkable i’m glad you men are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also today i’ll simply offer like a brief summary this is the person column as you people understand we have our 7 core columns here and after that 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 just ask presuming one kind can occupy several columns on one board yes dell you are right every column that you produce can be practically every column you develop can be in a kind view and individuals can fill it out and it is available in as an item on the board terrific so this is our column center what we utilize here is a priority one we named it top priority but it’s essentially a rating column um we have a. Project Management Software Financial Services

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file column and we have a tags column what i enjoy about the tag column is if i click this right now 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 people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain project i’m working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you men understand what this is however this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i might reveal you people get rid of due date mode essentially what i want to do i wish to set as due date i wish to take the status column but i might take any status column i have for example the. Project Management Software Financial Services