This article is focused on answering Project Management Software Reviews …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 show you three specific on boards which are use cases for banner and landing page requests think of it more like innovative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that also and finally i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin remarkable fine let’s start and landing page request i’m presuming
you guys i’m simply gon na reveal um speak about the basics actually rapidly 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 integrations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this in between customers or jobs and it truly just depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief before working on an innovative request is utilizing the kind so a kind essentially takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll alright let me reveal you how to develop a form but generally this type can be found in here and after that the group lead of the innovative style team or any other group can appoint a particular designer to work on it so let me reveal you men how to produce and add a form 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 add view i advise you guys check the view area since it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i said it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the person that is going to be provided the form they can publish this file if you wish to need it you can always do a checkbox and then they can’t send the kind without filling this info in so you can actually simply create any column with anything that you people require when an innovative request comes in make it a kind share the form sneak peek the show you men how a kind appears like um the name of the request you want you want to include a certain brief with a certain i know each business has a particular structure that
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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 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 look i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can include a specific declare example right now everything is in the preparation ideas stage and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i want to send it and let me reveal you men how it is available in on the board webinar request test so it’s always going to come into the very first group which is very important to understand and then it can be called concepts or requests coming in and after that i can simply 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 board or another group depending on how you detail 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 people are listening yay yes yes incredible remarkable amazing i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them as well now i’ll simply offer like a short 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 item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be nearly every column you develop can be in a form view and individuals can fill it out and it comes in as a product on the board great so this is our column center what we use here is a top priority one we named it priority but it’s essentially a score column um we have actually a. Project Management Software Reviews
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Project Management Software Reviews