This article is focused on answering Small Business Project Management Software Reviews …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 specific on boards which are use cases for banner and landing page requests think of it more like creative requests from designers content 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 campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i simply wish to pull 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 all right let’s start and landing page request i’m assuming
you guys i’m simply gon na show um speak about the essentials really quickly but i make sure you people know 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 discuss integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this in between clients or jobs and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short before working on a creative request is utilizing the kind so a form essentially takes all your columns and makes it a link that other individuals can fill out which they can submit 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 alright let me reveal you how to produce a form but essentially this form comes in here and then the team lead of the creative design group or any other team can appoint a particular designer to deal with it so let me show you men how to add a form and produce if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you men check the view area because it’s just another method to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the form view and like i stated it takes specific columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t send the form without filling this info in so you can truly simply develop any column with anything that you people require when an imaginative demand is available in make it a form share the kind sneak peek the show you guys how a type looks like um the name of the demand you want you want to include a certain quick with a certain i understand each company has a particular structure that
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they use um when do you need it by the top 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 just make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can add a particular file for example today everything remains in the planning ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest concern i want to send it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is necessary to know and after that it can be called concepts or requests can be found in and after that i can simply go on take it and move it to a specific group that i believe it matters 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 describe 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 understood the form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes awesome amazing remarkable i’m glad you people are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them as well but now i’ll just provide like a quick introduction this is the person column as you people 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 product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one kind can occupy several columns on one board yes dell you are appropriate every column that you produce can be almost every column you produce can be in a type view and people can fill it out and it can be found in as an item on the board terrific 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 actually a. Small Business Project Management Software Reviews
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Small Business Project Management Software Reviews