This article is focused on answering Project Management Software That Integrates With Quickbooks …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests think about it more like imaginative demands from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that also and finally 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 wanted to show you guys 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 people i’m simply gon na reveal um speak about the basics truly quickly however i’m sure you guys understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this between tasks or clients and it really simply depends upon your workflow and the way 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 innovative demand is using the form so a form essentially takes all your columns and makes it a link that other people can fill out 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 create and i’ll alright let me show you how to develop a form however generally this kind is available in here and after that the group lead of the innovative design team or any other team can assign a specific designer to work on it so let me show you people how to add a kind and create if anything is too fast 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 suggest you guys inspect the view area since it’s simply another method to reveal um all your items simply 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 type view and like i stated it takes particular columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t submit the form without filling this details in so you can actually simply produce any column with anything that you guys require when a creative demand is available in make it a kind share the kind preview the program you men how a kind appears like um the name of the request you want you wish to add a particular brief 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 need it by the priority and so on and so forth um you can take this link after put one second let me click 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 reveal you guys let’s fill it in and you can see um webinar demand test i can include a specific file for example right now whatever remains in the preparation ideas stage and i need the imaginative 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 want to send it and let me reveal you guys how it is available in on the board webinar demand test so it’s always going to come into the first group which is very important to understand and then it can be called requests or ideas being available in and then i can just proceed take it and move it to a specific group that i believe it matters 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 board or another group depending on how you describe 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 type and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes remarkable awesome remarkable i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them as well and now i’ll simply give like a short summary this is the person column as you people know we have our 7 core columns here and after that 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 product itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one type can populate numerous columns on one board yes dell you are right every column that you create 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 a product on the board terrific so this is our column center what we utilize here is a top priority one we called it concern however it’s essentially a rating column um we have actually a. Project Management Software That Integrates With Quickbooks
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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 search 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 then if i have a specific project i’m working on i can simply 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 love the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you people understand what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i could reveal you people eliminate due date mode generally what i wish to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Project Management Software That Integrates With Quickbooks