This article is focused on answering Project Management Software Hubspot …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 three specific on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project 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 show you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to begin amazing all right let’s begin and landing page demand i’m presuming
you people i’m simply gon na show um discuss the essentials truly quickly however i make certain you people 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 review integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between jobs or clients and it really simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool way to get a short before dealing with an innovative request is using the type so a form 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 looking for the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to produce a type but basically this type can be found in here and then the team lead of the creative style team or any other team can appoint a certain designer to work on it so let me show you people how to add a form and produce if anything is too fast or something is unclear 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 due to the fact that it’s simply another method 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 form view and like i stated it takes particular columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the kind without filling this details in so you can actually just produce any column with anything that you guys need when an innovative demand is available in make it a form share the type sneak peek the show you men how a type appears like um the name of the request you desire you want to add a certain brief with a certain i know each business has a particular structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd 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 simply make look i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can include a specific apply for example right now whatever remains in the planning ideas phase and i need the creative 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 top priority i want to send it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to come into the very first group which is necessary to understand and after that it can be called concepts or requests can be found in and after that i can simply 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 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 comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes awesome remarkable amazing i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them too and now i’ll simply offer like a quick overview this is the person column as you people know we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can populate a number of columns on one board yes dell you are correct every column that you create can be practically every column you produce can be in a type view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a priority one we named it priority however it’s essentially a score column um we have actually a. Project Management Software Hubspot
monday.com, project management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, service, crm, user, job management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.
file column and we have a tags column what i enjoy about the tag column is if i click 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 show you guys 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 project i’m working on i can merely 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 enjoy the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m unsure if you men know what this is but this is a status column and this is a date column and the method i connected them together and did deadline 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 but i could take any status column i have for example the. Project Management Software Hubspot