Project Management Software For Banks – Work Without Limits

This article is focused on answering Project Management Software For Banks …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 reveal you three particular on boards which are use cases for banner and landing page demands think about it more like innovative requests from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and lastly i’m going to reveal you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to start remarkable okay let’s begin and landing page demand i’m assuming

 

you guys i’m just gon na show um discuss the essentials really quickly but i make certain you guys 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 discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this between jobs or customers and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short before dealing with a creative request is using the type so a type essentially 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 searching for the size of uh the banner that they desire the designer to develop and i’ll alright let me reveal you how to create a form but generally this type is available in here and then the group lead of the innovative style team or any other team can appoint a specific designer to work on it so let me show you men how to develop and add a kind if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you people inspect the view section due to the fact that it’s just another method to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type view and like i stated it takes specific columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the form they can upload this file if you want to need it you can always do a checkbox and after that they can’t send the type without filling this info in so you can really simply create any column with anything that you men need when an innovative demand can be found in make it a form share the kind sneak peek the show you guys how a form looks like um the name of the demand you want you wish to include a specific short with a certain i know each company has a specific structure that

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they use um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click 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 just reveal you people let’s fill it in and you can see um webinar demand test i can add a certain declare example right now whatever remains in the preparation concepts phase and i need the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest top priority i wish to send it and let me show you people how it is available in on the board webinar request test so it’s always going to come into the first group which is important to know and then it can be called concepts or requests coming in and then i can simply proceed take it and move it to a certain group that i believe it’s relevant 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 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 simply write yes so i can get feedback while you men are listening yay yes yes awesome remarkable awesome 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 compose me in the chat and i’ll go over them too and now i’ll just provide like a quick summary this is the individual column as you men know we have our 7 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 also as a view we’ll get to that um quickly 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 practically every column you produce can be in a form view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a concern one we called it priority but it’s essentially a ranking column um we have actually a. Project Management Software For Banks

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file column and we have a tags column what i love 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 show you men 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 specific project i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i discover that super 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 know what this is however 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 reveal you guys remove due date mode essentially what i wish 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 For Banks