Project Management Software That Integrates With Outlook – Work Without Limits

This article is focused on answering Project Management Software That Integrates With Outlook …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 show you 3 particular on boards which are usage cases for banner and landing page demands think of it more like creative requests from designers material so on etc copywriters um a social networks planning and style 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 e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply 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 start incredible okay let’s start and landing page request i’m presuming

 

you guys i’m simply gon na reveal um discuss the basics actually rapidly but i make certain you guys 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 discuss integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between clients or projects and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short before working on a creative demand is utilizing the kind so a kind essentially takes all your columns and makes it a link that other people can fill out 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 create and i’ll fine let me show you how to produce a form but essentially this form comes in here and after that the group lead of the innovative design team or any other team can designate a certain designer to deal with it so let me reveal you guys how to add a kind and create if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you men inspect the view area since it’s just 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 particular things on your board so close the form view and like i said it takes particular columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t submit the form without filling this info in so you can actually just develop any column with anything that you people need when an imaginative demand comes in make it a kind share the form preview the program you men how a kind appears like um the name of the demand you want you wish to include a particular quick with a particular i know each company has a particular structure that

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they use um when do you need it by the concern 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 website copy it send it to whoever let’s simply make look i’ll just show you guys let’s fill it in and you can see um webinar demand test i can include a certain apply for example right now whatever remains in the preparation concepts phase and i require the innovative 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 priority i wish to send it and let me reveal you men how it is available in on the board webinar demand test so it’s constantly going to enter into the first group which is very important to know and then it can be called demands or ideas 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 needs 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 outline your workflow simply to ensure you guys 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 compose yes so i can get feedback while you men are listening yay yes yes incredible remarkable incredible i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them also but now i’ll simply provide like a brief summary this is the individual column as you people understand we have our 7 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 soon um dale you simply ask presuming one type can populate several columns on one board yes dell you are correct every column that you produce can be almost every column you develop can be in a kind view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we utilize here is a priority one we named it priority however it’s essentially a rating column um we have a. Project Management Software That Integrates With Outlook

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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 show you guys 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 specific task i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely 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 people know what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might show you guys get rid of due date mode basically what i wish to do i wish 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 Outlook