This article is focused on answering Project Management Software For Labs …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 reveal you 3 specific on boards which are use cases for banner and landing page requests consider it more like innovative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign 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 reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that as well and lastly i’m going to show you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you people so i have it open and then we’re going to start remarkable fine let’s begin and landing page demand i’m assuming
you men i’m simply gon na reveal um talk about the essentials actually quickly however i’m sure you men know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between jobs 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 desire but a cool method to get a brief before working on an innovative request is using the form so a type basically 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 trying to find the size of uh the banner that they want the designer to create and i’ll okay let me show you how to create a type however generally this form can be found in here and after that the team lead of the creative design group or any other group can designate a specific designer to deal with it so let me show you people how to create and add a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you guys check the view area since it’s just another way to show um all your items just 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 kind view and like i stated it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the form they can publish this file if you wish to need it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can really simply create any column with anything that you men need when an innovative request can be found in make it a form share the kind sneak peek the program you men how a form appears like um the name of the demand you desire you want to add a certain short with a particular i understand each business has a specific structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click on the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can include a specific file for example right now everything is in the planning concepts phase and i need the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest priority i want to send it and let me show you men how it comes in on the board webinar demand test so it’s always going to come into the very first group which is very important to know and after that it can be called requests or ideas coming in and then i can just go ahead take it and move it to a certain group that i think it matters for in this case it needs 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 detail 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 people are listening yay yes yes remarkable incredible remarkable i’m glad you guys are listening and understand everything great 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 now i’ll simply provide like a quick introduction this is the person column as you men understand we have our seven core columns here and then we have more intriguing 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 type can occupy numerous columns on one board yes dell you are appropriate every column that you create can be practically every column you create can be in a type view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a concern one we named it priority however it’s essentially a rating column um we have a. Project Management Software For Labs
monday.com, project management, tool, software, rates, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, project management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, dashboard.
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 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 task i’m dealing with i can simply link them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m uncertain if you guys know 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 could show you men remove deadline mode generally what i wish to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Project Management Software For Labs