This article is focused on answering Project Management Software Hvac …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page requests think about it more like innovative requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that also and last but not least i’m going to show you control panels um so let’s begin in a minute i just 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 amazing okay let’s begin and landing page demand i’m assuming
you people i’m just gon na reveal um discuss the basics actually quickly however i make sure you guys know 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 review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between projects or customers and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief before dealing with an imaginative request is using the type so a type generally takes all your columns and makes it a link that other individuals can complete which they can upload 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 develop a form but basically this form is available in here and then the group lead of the imaginative style team or any other group can assign a certain designer to deal with it so let me reveal you men how to create and include a kind 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 guys check the view section since it’s simply another method to reveal um all your products 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 type view and like i said it takes specific columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be given the form they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t send the type without filling this information in so you can truly just produce any column with anything that you guys need when an imaginative request can be found in make it a form share the form preview the program you guys how a form appears like um the name of the request you want you wish to include a particular brief with a particular i understand each business has a certain 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 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 look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a specific file for example today whatever is in the preparation concepts phase and i need the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest priority i want to send it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to come into the very first group which is essential to know and then it can be called ideas or demands can be found in and after that i can just go on take it and move it to a particular group that i think it’s relevant for in this case it requires 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 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 people are listening yay yes yes remarkable amazing incredible i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them too and now i’ll just give like a quick overview this is the person column as you men understand we have our 7 core columns here and after that 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 just ask assuming one form can populate a number of columns on one board yes dell you are correct every column that you develop can be almost every column you produce can be in a type view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a concern one we called it concern but it’s basically a rating column um we have a. Project Management Software Hvac
monday.com, project management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, service, 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 like 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 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 dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not sure if you guys know what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i could show you guys get rid of deadline mode generally what i want to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Project Management Software Hvac