Project Management Software With Client Portal – Work Without Limits

This article is focused on answering Project Management Software With Client Portal …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 reveal you 3 particular on boards which are usage cases for banner and landing page requests think about it more like innovative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email marketing um stability 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 integrate with facebook for facebook advertisements so i’ll reveal you people that as well and finally i’m going to show you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin remarkable all right let’s begin and landing page request i’m presuming

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you men i’m just gon na show um talk about the fundamentals truly rapidly however i’m sure you men understand 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 discuss integrations 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 between clients or projects and it actually just depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a quick prior to dealing with an innovative demand is using the form so a form generally takes all your columns and makes it a link that other people can complete which they can publish 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 alright let me show you how to produce a type however basically this form comes in here and then the team lead of the creative design team or any other team can assign a particular designer to deal with it so let me reveal you men how to develop and add a form if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you men check the view area due to the fact that it’s just another way to reveal um all your items simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i said it takes certain columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be given the form they can upload this file if you wish to need it you can always do a checkbox and then they can’t send the type without filling this info in so you can really simply create any column with anything that you people need when an innovative request is available in make it a kind share the form preview the program you guys how a kind appears like um the name of the request you want you want to include a specific quick with a particular i know each company has a specific structure that

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they use um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click on the kind 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 reveal you men let’s fill it in and you can see um webinar demand test i can add a certain declare example today everything remains in the preparation ideas stage and i require the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in highest concern i wish to submit it and let me reveal you people how it comes in on the board webinar demand test so it’s always going to enter the very first group which is necessary to know and then it can be called concepts or requests being available in and after that i can simply go ahead take it and move it to a certain group that i believe 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 simply to make certain you guys are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes incredible incredible amazing i’m glad you people are listening and understand whatever great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them also now i’ll just give like a brief summary this is the person column as you people understand 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 product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy numerous columns on one board yes dell you are correct every column that you develop can be nearly every column you create can be in a type view and individuals 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 priority one we named it top priority but it’s generally a rating column um we have a. Project Management Software With Client Portal

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file column and we have a tags column what i like 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 search facebook it’s going to do a cross board search let me reveal you people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular project i’m dealing with i can simply link them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i enjoy the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m uncertain if you men 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 undo this so i might show you men eliminate 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 Client Portal