This article is focused on answering Sage Project Management Software …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 specific 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 media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that as well and lastly 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 show you men so i have it open and then we’re going to start awesome alright let’s begin and landing page demand i’m assuming
you people i’m just gon na show um discuss the fundamentals truly quickly however i’m sure you men understand that this is a board every one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this between jobs or clients and it really simply depends on 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 before working on an innovative request is utilizing the form so a type basically takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to create a form however generally this type comes in here and then the group lead of the imaginative style team or any other group can designate a specific designer to work on it so let me show you people how to create 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 try clarify so i can go here include view i advise you men inspect the view area due to the fact that it’s simply another method to reveal um all your products just 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 form view and like i stated it takes certain columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be offered the type they can upload this file if you want to require it you can always do a checkbox and then they can’t send the type without filling this information in so you can truly just produce any column with anything that you men require when a creative request can be found in make it a form share the type preview the program you men how a form looks like um the name of the request you want you want to include a particular brief with a particular i know each business has a particular structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you require it by the priority and so on etc 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 just make appearance i’ll just show you guys let’s fill it in and you can see um webinar demand test i can include a specific declare example today whatever remains in the preparation concepts stage and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest top priority i want to submit it and let me show you men how it is available in on the board webinar demand test so it’s always going to enter the very first group which is essential to understand and after that it can be called concepts or requests can be found in and after that i can simply go ahead take it and move it to a particular group that i think it matters for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another board or another group depending upon how you outline 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 comprehended the form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes remarkable incredible awesome 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 but now i’ll simply offer like a brief introduction this is the individual column as you people understand we have our 7 core columns here and after that we have more interesting 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 simply ask assuming one type can occupy several columns on one board yes dell you are right every column that you produce can be practically every column you develop can be in a kind view and people can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a top priority one we called it concern but it’s essentially a rating column um we have a. Sage Project Management Software
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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 show you guys 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 certain task i’m dealing with i can merely 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 enjoy the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not sure if you guys understand what this is however 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 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 however i could take any status column i have for example the. Sage Project Management Software