Project Management Software Like Excel – Work Without Limits

This article is focused on answering Project Management Software Like Excel …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 reveal you 3 particular on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wished to show you people so i have it open and then we’re going to start remarkable fine let’s start and landing page request i’m presuming

 

you people i’m just gon na show um speak about the fundamentals actually quickly however i make certain 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 things so the method i divided my board here is in between months but you can do this between customers or tasks and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief before dealing with an imaginative demand is using the form so a kind basically takes all your columns and makes it a link that other individuals can fill out which they can upload 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 create and i’ll all right let me reveal you how to create a type however essentially this type comes in here and after that the team lead of the innovative design group or any other team can appoint a particular designer to deal with it so let me show you people how to create and include a form if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you men inspect the view area due to the fact that it’s just another way to show 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 form view and like i said it takes specific columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be given the type they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can truly just develop any column with anything that you guys require when an imaginative request comes in make it a kind share the type sneak peek the program you people how a kind appears like um the name of the request you want you want to add a particular short with a certain i know each company has a specific structure that

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they utilize um when do you need it by the concern and so on etc 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 website copy it send it to whoever let’s just make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a certain apply for example today whatever is in the planning concepts stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest concern i want to submit it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to enter the very first group which is important to understand and after that it can be called demands or concepts can be found in and after that i can simply go on take it and move it to a specific group that i believe it matters 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 board or another group depending on how you outline your workflow simply to make sure you people 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 amazing remarkable amazing i’m glad you people are listening and understand everything great um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them also and now i’ll just provide like a quick introduction this is the individual column as you guys know we have our seven core columns here and then 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 quickly um dale you simply ask assuming one form can occupy several columns on one board yes dell you are correct every column that you develop can be nearly every column you create can be in a form view and individuals can fill it out and it comes in as an item on the board terrific so this is our column center what we utilize here is a priority one we called it priority but it’s generally a ranking column um we have actually a. Project Management Software Like Excel

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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 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 browse facebook it’s going to do a cross board search let me reveal you people 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 certain task i’m working on i can just connect them with tags and then 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] okay um [Music] and yeah and i’m not exactly sure if you men know what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i might reveal you people remove deadline mode essentially what i wish to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Project Management Software Like Excel