Project Management Software G2 Crowd – Work Without Limits

This article is focused on answering Project Management Software G2 Crowd …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 three particular on boards which are usage cases for banner and landing page requests consider it more like innovative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i wish to show 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 people that also and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin remarkable okay let’s begin and landing page request i’m presuming

 

you people i’m just gon na reveal um discuss the essentials truly rapidly but i’m sure you guys understand that this is a board each one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this between clients or projects and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick prior to dealing with a creative request is using the form so a kind essentially takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to produce and i’ll fine let me reveal you how to create a type but basically this kind is available in here and after that the team lead of the creative design group or any other group can assign a certain designer to work on it so let me reveal you men how to include a type and create 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 add view i recommend you people check the view area since it’s just another way 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 said it takes particular 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 offered the type they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t submit the form without filling this information in so you can truly simply develop any column with anything that you people need when an innovative request comes in make it a form share the kind preview the program you guys how a form looks like um the name of the request you desire you want to include a certain short with a certain i know each company has a particular structure that

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they utilize um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click 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 simply make look i’ll simply show you men let’s fill it in and you can see um webinar request test i can include a specific file for example today everything remains in the preparation ideas phase and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest priority i wish to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s constantly going to enter into the first group which is very important to know and then it can be called concepts or requests can be found in and then i can simply go ahead take it and move it to a certain group that i think it matters for in this case it requires 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 describe your workflow just to make sure you men 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 just write yes so i can get feedback while you guys are listening yay yes yes incredible remarkable amazing i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them also today i’ll simply provide like a quick introduction this is the individual column as you guys 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you just 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 produce can be in a type view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a top priority one we named it priority but it’s essentially a ranking column um we have a. Project Management Software G2 Crowd

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Project Management Software G2 Crowd