This article is focused on answering Project Management Software That Integrates With Hubspot …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 show you three specific on boards which are usage cases for banner and landing page requests think of it more like imaginative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that also and last but not least i’m going to show you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin incredible fine let’s begin and landing page request i’m assuming
you men i’m simply gon na show um talk about the fundamentals really quickly however i make certain you people understand that this is a board each one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this between clients or tasks and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a short prior to working on an imaginative request is using the kind so a form generally takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll alright let me reveal you how to produce a form but basically this type comes in here and then the team lead of the imaginative style group or any other team can designate a specific designer to deal with it so let me reveal you people how to produce and add a type 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 suggest you guys check the view area due to the fact that it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the kind view and like i said it takes certain columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be provided the type they can upload this file if you wish to require it you can always do a checkbox and after that they can’t send the type without filling this info in so you can truly simply develop any column with anything that you guys require when an imaginative request can be found in make it a type share the kind sneak peek the show you guys how a kind looks like um the name of the request you want you want to add a particular brief with a certain i know each company has a certain structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click the form 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 include a specific declare example today everything is in the planning ideas stage and i require the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest priority i want to send it and let me reveal you guys 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 important to know and after that it can be called demands or ideas being available in and after that i can just go on take it and move it to a particular 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 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 understood the kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes amazing incredible remarkable i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them too today i’ll simply offer like a brief summary this is the person column as you men 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 likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy several columns on one board yes dell you are correct every column that you produce can be nearly every column you produce can be in a form view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we use here is a top priority one we called it priority however it’s generally a score column um we have a. Project Management Software That Integrates With Hubspot
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file column and we have a tags column what i like about the tag column is if i click 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 guys 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 particular project i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys know what this is but 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 reverse this so i might reveal you men eliminate deadline mode essentially what i want to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Project Management Software That Integrates With Hubspot