This article is focused on answering Project Management Software For Retainers Free …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated 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 consider it more like innovative requests from designers content 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 review marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and lastly i’m going to reveal you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin incredible fine let’s start and landing page request i’m presuming
you men i’m simply gon na show um speak about the essentials actually quickly but i make certain you people understand that this is a board each one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this in between customers or projects and it truly just 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 short before dealing with an imaginative request is utilizing the type 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 searching for the size of uh the banner that they want the designer to develop and i’ll alright let me reveal you how to develop a type but generally this kind comes in here and after that the group lead of the creative style team or any other team can assign a certain designer to work on it so let me show you people how to include a form and create if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you men check the view area because it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the form view and like i stated it takes certain columns not the person column obviously but other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can actually simply produce any column with anything that you men require when an innovative request comes in make it a form share the form preview the program you people how a kind appears like um the name of the request you desire you want to include a particular brief with a particular i know each company has a certain structure that
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they utilize um when do you need 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 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 show you guys let’s fill it in and you can see um webinar request test i can include a specific file for example today whatever remains in the preparation ideas phase and i require the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest concern i wish to submit it and let me show you guys how it comes in on the board webinar demand test so it’s always going to enter into the first group which is essential to understand and then it can be called requests or ideas being available in and then i can simply proceed take it and move it to a specific 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 upon how you detail your workflow just to make certain 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 write yes so i can get feedback while you men are listening yay yes yes remarkable remarkable remarkable i’m glad you people are listening and comprehend whatever 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 as well now i’ll just provide like a brief summary this is the individual column as you people know we have our seven 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 just ask presuming one kind can populate several columns on one board yes dell you are correct every column that you create can be nearly every column you produce can be in a form view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a priority one we named it priority however it’s generally a ranking column um we have a. Project Management Software For Retainers Free
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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 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 specifically i can see that it’s another board and after that if i have a certain job i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m unsure if you men know 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 undo this so i might show you guys eliminate due date mode generally what i wish 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 Retainers Free