Project Management Software That Integrates With Salesforce – Work Without Limits

This article is focused on answering Project Management Software That Integrates With Salesforce …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 reveal you three specific on boards which are usage cases for banner and landing page requests consider it more like innovative requests from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that too and lastly i’m going to show you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to show you men so i have it open and then we’re going to start remarkable alright let’s start and landing page demand i’m assuming

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you men i’m simply gon na show um discuss the basics actually rapidly however i’m sure you guys know that this is a board each one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this between clients or tasks and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a brief before dealing with a creative request is utilizing the type so a type essentially takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to produce a type but generally this kind can be found in here and then the team lead of the innovative design group or any other team can assign a specific designer to deal with it so let me reveal you men how to produce and include 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 include view i recommend you people check the view section because it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the form view and like i stated it takes certain 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 provided the type they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t send the type without filling this information in so you can truly just develop any column with anything that you people need when an innovative demand comes in make it a type share the type sneak peek the show you guys how a type looks like um the name of the request you desire you want to add a specific brief with a specific i understand each business has a certain structure that

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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 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 just show you men let’s fill it in and you can see um webinar request test i can include a specific declare example right now everything is in the planning ideas phase and i need the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest top priority i wish to submit it and let me show you men how it is available in on the board webinar request test so it’s constantly going to enter the first group which is very important to know and after that it can be called requests or ideas being available 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 needs to be done by might 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 just to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes awesome amazing awesome i’m glad you guys are listening and understand everything great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them as well but now i’ll simply provide like a brief summary this is the person column as you people know we have our seven 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 also on the item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one type can occupy several columns on one board yes dell you are appropriate every column that you produce can be practically every column you develop can be in a form view and people can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a top priority one we called it priority but it’s essentially a ranking column um we have actually a. Project Management Software That Integrates With Salesforce

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file column and we have a tags column what i love 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 then if i have a particular job i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not sure if you guys know what this is but 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 undo this so i might reveal you guys get rid of deadline mode basically what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Project Management Software That Integrates With Salesforce