Sage Timberline Project Management Software – Work Without Limits

This article is focused on answering Sage Timberline Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page demands think about it more like imaginative requests from designers material so on and so forth copywriters um a social media planning 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 e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that also and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to start incredible fine let’s start and landing page demand i’m presuming

 

you men i’m just gon na reveal um talk about the basics actually quickly but i make sure you people 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 review integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between tasks or customers and it really simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short prior to working on an innovative request is utilizing the form so a form basically takes all your columns and makes it a link that other individuals can fill out 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 desire the designer to create and i’ll all right let me show you how to produce a kind but essentially this type is available in here and after that the group lead of the innovative design team or any other group can appoint a particular designer to work on it so let me reveal you people how to create and add a type if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys inspect the view section since it’s just another method to show 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 certain things on your board so close the form view and like i said it takes certain columns not the individual column naturally however 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 submit the kind without filling this details in so you can truly just develop any column with anything that you men require when an imaginative request is available in make it a kind share the kind preview the program you people how a form looks like um the name of the request you want you want to include a certain short with a certain i know each business has a certain structure that

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they utilize um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click on 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 simply 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 file for example right now everything remains in the planning concepts phase and i require the innovative department to assist 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 people how it can be found in on the board webinar demand test so it’s constantly going to come into the first group which is essential to understand and then 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 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 on how you detail your workflow just to make sure you people 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 people are listening yay yes yes incredible amazing incredible i’m glad you people are listening and understand 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 too today i’ll simply give like a brief overview this is the person column as you guys understand 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 also on the product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one form can populate a number of columns on one board yes dell you are right every column that you develop can be nearly every column you produce can be in a kind view and people can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a priority one we named it concern but it’s basically a ranking column um we have a. Sage Timberline 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 browse 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 specifically i can see that it’s another board and after that if i have a particular job i’m dealing with 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 love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not sure if you men understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i could show you guys remove due date mode basically what i want to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Sage Timberline Project Management Software