Project Management Software For Integrators – Work Without Limits

This article is focused on answering Project Management Software For Integrators …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page requests think of it more like creative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want 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 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you people that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish 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 begin awesome all right let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na show um speak about the essentials truly quickly but i’m sure you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this in between projects or customers and it really simply depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a short prior to working on a creative request is utilizing the form so a kind generally takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to produce a kind but essentially this form comes in here and after that the group lead of the imaginative style team or any other team can appoint a certain designer to work on it so let me reveal you guys how to add a type and develop 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 add view i advise you people inspect the view section because it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the form view and like i stated it takes particular columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be given the kind they can upload this file if you wish to need it you can always do a checkbox and after that they can’t submit the form without filling this info in so you can truly just create any column with anything that you guys require when a creative demand can be found in make it a type share the kind sneak peek the program you people how a form appears like um the name of the demand you desire you wish to include a specific short with a particular i know each company has a certain 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 second let me click on 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 particular file for example right now everything remains in the preparation concepts stage and i need the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in highest priority i wish to submit it and let me reveal you men how it comes in on the board webinar demand test so it’s always going to enter the first group which is necessary to know and then it can be called requests or concepts being available in and then i can just go on take it and move it to a specific group that i think 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 upon how you outline your workflow simply to make sure you guys are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes amazing awesome awesome i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them as well now i’ll just give like a short summary this is the individual column as you guys understand 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 presuming one kind can populate a number of columns on one board yes dell you are right every column that you produce can be almost every column you develop can be in a form view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we named it concern but it’s basically a rating column um we have a. Project Management Software For Integrators

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file column and we have a tags column what i like 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 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 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 find that super cool and i love i enjoy the tech college let me just leave here [Music] alright um [Music] and yeah and i’m unsure if you guys understand what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i might show you guys remove due date mode essentially what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Project Management Software For Integrators