This article is focused on answering Project Management Software Problems …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page demands consider it more like imaginative requests from designers content 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 discuss marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you guys that also and last but not least i’m going to reveal you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wished to show you men so i have it open and after that we’re going to begin awesome alright let’s start and landing page request i’m assuming
you men i’m simply gon na show um discuss the essentials really rapidly however i make certain you men know that this is a board every one of these are called each row and a group is called an item today we’re going to go over integrations 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 projects or customers and it really just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief prior to dealing with an innovative request is utilizing the kind so a kind generally takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll fine let me reveal you how to develop a form however essentially this kind comes in here and then the team lead of the creative style team or any other team can designate a specific designer to work on it so let me show you men how to include a type and develop if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you guys check the view section since it’s simply another way 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 stated it takes certain 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 form they can upload this file if you want to require it you can always 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 require when a creative request is available in make it a kind share the form preview the show you people how a form looks like um the name of the request you desire you want to add a particular quick with a certain i understand each company has a certain structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you require it by the top priority and so on and so forth 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 just make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a certain apply for example today whatever remains in the preparation ideas stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest concern i wish to send it and let me show you people how it comes in on the board webinar request test so it’s always going to enter the very first group which is essential to understand and then it can be called demands or concepts can be found in and after that i can just go on take it and move it to a specific 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 board or another group depending on how you outline your workflow just to make certain you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes incredible remarkable remarkable i’m glad you men 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 but now i’ll simply provide like a quick introduction this is the individual column as you people know we have our seven core columns here and then 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 quickly um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are appropriate every column that you create can be nearly every column you create can be in a form view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we called it priority however it’s basically a ranking column um we have a. Project Management Software Problems
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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 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 reveal you men how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain project i’m working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i love the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys know what this is however 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 might show you men remove due date mode generally what i want to do i want 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 Problems