This article is focused on answering Serena Project Management Software …I’m a customer success manager 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 use cases for banner and landing page demands consider it more like imaginative requests from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and last but not least i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wished to show you men so i have it open and after that we’re going to begin amazing alright let’s begin and landing page request i’m assuming
you people i’m simply gon na show um talk about the essentials actually rapidly but i make certain you guys understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more fun things so the way i divided my board here is between months however you can do this in between projects or clients and it really 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 brief prior to working on a creative demand is using the kind so a form generally takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll okay let me reveal you how to develop a type however generally this kind is available in here and then the team lead of the imaginative style group or any other group can appoint a particular designer to work on it so let me reveal you guys how to produce and add a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people check the view area because it’s simply 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 specific things on your board so close the form view and like i stated it takes particular columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t submit the type without filling this info in so you can really just produce any column with anything that you guys require when a creative request can be found in make it a form share the type preview the program you men how a kind appears like um the name of the request you want you wish to add a certain short with a certain i understand 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 etc um you can take this link after put one second 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 appearance i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a particular file for example right now everything remains in the preparation concepts stage 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 remains in highest priority i want to submit it and let me reveal you men how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is essential to know and then it can be called requests or concepts can be found in and after that i can just proceed take it and move it to a particular group that i think it’s relevant 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 ensure 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 just compose yes so i can get feedback while you guys are listening yay yes yes incredible amazing remarkable i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them as well but now i’ll just offer like a brief introduction this is the individual column as you men know we have our seven core columns here and then 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 likewise as a view we’ll get to that um soon um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are right every column that you produce can be almost every column you create can be in a form view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a concern one we named it priority but it’s essentially a ranking column um we have actually a. Serena Project Management Software
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Serena Project Management Software