This article is focused on answering Project Management Software Outlook Add In …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three specific on boards which are usage cases for banner and landing page requests think about it more like innovative demands from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project 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 slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply wish 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 alright let’s begin and landing page demand i’m assuming
you men i’m simply gon na reveal um talk about the essentials truly quickly but i make certain you guys understand that this is a board each one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this between customers or projects 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 short prior to working on a creative request is using the kind so a kind essentially takes all your columns and makes it a link that other individuals can complete 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 desire the designer to produce and i’ll alright let me show you how to produce a type however essentially this type can be found in here and then the group lead of the creative style team or any other group can assign a certain designer to work on it so let me show you men how to add a type and create if anything is too fast 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 advise you guys examine the view area because it’s simply another method to show um all your items just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the type view and like i stated it takes particular columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be offered 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 form without filling this info in so you can really just create any column with anything that you people require when a creative demand comes in make it a type share the kind preview the program you people how a form looks like um the name of the request you want you want to include a specific quick with a certain i understand each business has a particular structure that
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they utilize um when do you require 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 site copy it send it to whoever let’s simply make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a specific apply for example today whatever remains in the planning concepts phase and i need the creative department to assist 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 can be found in on the board webinar demand test so it’s always going to enter the first group which is important to know and then it can be called demands or concepts can be found in and then i can just go ahead take it and move it to a certain group that i think it’s relevant 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 group or another board depending upon how you detail your workflow simply to make certain you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes awesome awesome incredible i’m glad you men are listening and understand everything great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them as well now i’ll just provide like a brief overview this is the individual column as you people know we have our seven 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 likewise 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 proper every column that you produce can be nearly every column you create can be in a type view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a concern one we named it top priority but it’s generally a ranking column um we have actually a. Project Management Software Outlook Add In
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Project Management Software Outlook Add In