Project Management Software Functionality – Work Without Limits

This article is focused on answering Project Management Software Functionality …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page demands consider it more like creative requests from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal 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 too and finally i’m going to show you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wanted to show you people so i have it open and after that we’re going to begin incredible all right let’s start and landing page demand i’m presuming

 

you guys i’m simply gon na show um discuss the fundamentals really rapidly but i’m sure you men understand that this is a board each 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 fun things so the method i divided my board here is between months but you can do this between jobs or customers and it actually just depends upon 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 quick before working on a creative request is using the type so a kind generally takes all your columns and makes it a link that other individuals can submit 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 develop and i’ll alright let me reveal you how to produce a type but generally this form is available in here and after that the group lead of the imaginative style team or any other team can assign a certain designer to work on it so let me show you men how to produce and include a type if anything is too quick or something is unclear 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 since it’s just another way to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the form view and like i stated it takes specific columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t send the type without filling this info in so you can truly just develop any column with anything that you people need when an imaginative demand is available in make it a type share the form sneak peek the program you people how a kind appears like um the name of the request you want you want to add a specific quick with a particular i know each company has a specific structure that

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they utilize um when do you require it by the concern and so on and so forth um you can take this link after put one second let me click the kind 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 just reveal you men let’s fill it in and you can see um webinar demand test i can include a particular file for example right now everything remains in the planning concepts stage and i need the innovative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest top priority i want to submit it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to come into the first group which is necessary to know and after that it can be called demands or ideas coming in and then i can just go on take it and move it to a specific 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 upon how you outline your workflow just to make sure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes remarkable awesome remarkable i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them as well but now i’ll simply give like a quick introduction this is the person column as you guys understand we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be practically every column you develop can be in a form view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we utilize here is a concern one we named it top priority but it’s generally a score column um we have a. Project Management Software Functionality

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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 show you people 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 task i’m working on i can simply link them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you men know what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could show you people get rid of deadline mode generally what i want 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 Functionality