Roofing Contractor Project Management Software – Work Without Limits

This article is focused on answering Roofing Contractor Project Management Software …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 show you 3 specific on boards which are use cases for banner and landing page requests think about it more like creative demands from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that also and finally i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start amazing okay let’s begin and landing page demand i’m presuming

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you guys i’m simply gon na reveal um discuss the basics really rapidly but i make sure you people know that this is a board every one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this in between jobs or clients and it actually simply depends on 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 quick before working on a creative demand is using the kind so a kind basically takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll fine let me show you how to develop a kind however basically this type is available in here and then the team lead of the innovative design group or any other group can assign a specific designer to work on it so let me show you guys how to include a form and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people inspect the view section due to the fact that it’s just another way to show um all your items just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i said it takes specific columns not the individual column naturally 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 wish to need it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can truly simply produce any column with anything that you guys require when an imaginative request is available in make it a kind share the form preview the show you people how a type looks like um the name of the demand you want you want to add a certain quick with a specific i know each company has a certain structure that

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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 type 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 simply reveal you men let’s fill it in and you can see um webinar request test i can include a specific file for example right now everything remains in the planning concepts phase and i require the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest concern i want to send 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 very first group which is very important to understand and after that it can be called concepts or demands being available in and then i can simply proceed take it and move it to a specific group that i think it matters for in this case it requires 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 on how you describe your workflow just to make sure you guys 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 compose yes so i can get feedback while you guys are listening yay yes yes amazing amazing amazing i’m glad you people are listening and comprehend whatever terrific 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 today i’ll just offer like a quick introduction this is the individual column as you guys understand 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 also on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can populate a number of columns on one board yes dell you are appropriate every column that you develop can be almost every column you produce can be in a form view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a top priority one we named it priority however it’s generally a rating column um we have a. Roofing Contractor Project Management Software

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file column and we have a tags column what i enjoy about the tag column is if i click 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 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 certain job i’m working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that very 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 exactly sure if you guys understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i could show you guys get rid of due date mode generally what i want to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Roofing Contractor Project Management Software