Simple Project Management Software Recurring Tasks – Work Without Limits

This article is focused on answering Simple Project Management Software Recurring Tasks …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page demands think of it more like creative demands 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 go over marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start remarkable all right let’s start and landing page request i’m presuming

 

you guys i’m just gon na reveal um talk about the essentials truly rapidly but i make certain you people 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 fun stuff so the way i divided my board here is between months however you can do this in between customers or jobs and it truly simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a quick before dealing with a creative demand is using the type so a kind 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 searching for the size of uh the banner that they want the designer to produce and i’ll fine let me show you how to create a kind but essentially this form can be found in here and after that the group lead of the innovative style team or any other group can appoint a specific designer to deal with it so let me reveal you people how to add a kind and create if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you men examine the view area due to the fact that it’s simply another method to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the form view and like i stated it takes certain columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can publish this file if you wish to require it you can always do a checkbox and after that they can’t submit the form without filling this information in so you can truly just develop any column with anything that you guys need when a creative demand comes in make it a form share the kind preview the show you guys how a kind looks like um the name of the demand you want you want to include a particular brief with a certain i understand each business has a particular structure that

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they utilize um when do you need it by the concern and so on and so forth 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 just make look i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can add a specific file for example right now everything remains in the preparation ideas stage and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest top priority i wish to send it and let me reveal you people how it is available in on the board webinar request test so it’s constantly going to come into the first group which is important to understand and then it can be called demands or ideas can be found in and after that i can just go ahead take it and move it to a certain group that i believe 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 simply to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes awesome amazing amazing i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them too now i’ll just give like a quick summary this is the individual column as you men know we have our 7 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one type can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be practically every column you create can be in a kind view and individuals can fill it out and it can be found in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we named it concern but it’s basically a score column um we have a. Simple Project Management Software Recurring Tasks

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file column and we have a tags column what i like 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 people 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 particular task i’m working on i can just connect them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you men know what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i might reveal you men remove deadline mode essentially what i want to do i wish to set as due date i wish to take the status column but i might take any status column i have for example the. Simple Project Management Software Recurring Tasks