Project Management Software With Chat – Work Without Limits

This article is focused on answering Project Management Software With Chat …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 show you three specific on boards which are usage cases for banner and landing page demands think about it more like innovative demands from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you men so i have it open and then we’re going to start remarkable all right let’s begin and landing page request i’m assuming

 

you guys i’m just gon na show um speak about the essentials truly quickly but i’m sure you guys know that this is a board each one of these are called each row and a group is called a product today we’re going to go over combinations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this in between customers or projects and it really simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick prior to dealing with an imaginative request is utilizing the type so a kind basically 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 searching for the size of uh the banner that they want the designer to produce and i’ll okay let me reveal you how to create a kind but generally this kind can be found in here and after that the team lead of the innovative style team or any other team can assign a particular designer to deal with it so let me show you guys how to develop and include a type if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men examine the view section due to the fact that it’s just another way to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i stated it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be provided the type they can submit 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 information in so you can actually just develop any column with anything that you guys require when an imaginative demand comes in make it a type share the form preview the program you guys how a form appears like um the name of the request you want you wish to include a particular brief with a certain i know each business has a specific structure that

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they use um when do you need it by the concern and so on etc um you can take this link after put one second let me click on the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can include a particular declare example right now whatever remains in the preparation ideas phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest top priority i wish to send it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to enter the first group which is very important to understand and then it can be called requests or ideas can be found 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 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 men are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes awesome amazing incredible i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them as well today i’ll simply give like a short overview this is the individual column as you guys know we have our seven 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 item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy several columns on one board yes dell you are correct every column that you develop can be nearly every column you develop can be in a form view and individuals can fill it out and it can be found 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 basically a ranking column um we have actually a. Project Management Software With Chat

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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 men 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 dealing with i can just link them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i like the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not sure if you people understand what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i might show you people get rid of deadline mode essentially what i wish to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Project Management Software With Chat