Smartsheet Project Management Software – Work Without Limits

This article is focused on answering Smartsheet 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 3 particular on boards which are usage cases for banner and landing page demands think of it more like creative requests from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to show you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you people that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to start awesome all right let’s start and landing page request i’m assuming

 

you men i’m simply gon na reveal um talk about the basics really quickly however i make certain you people know that this is a board each one of these are called a group and each row is called a product today we’re going to discuss combinations 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 tasks and it truly just depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a quick before working on a creative request is utilizing the form so a form generally takes all your columns and makes it a link that other individuals can submit which they can publish 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 create and i’ll okay let me show you how to produce a form however essentially this type comes in here and then the group lead of the creative design team or any other group can assign a particular designer to work on it so let me reveal you men how to produce and include a kind if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men inspect the view section since it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i said it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can upload this file if you wish to require it you can always do a checkbox and then they can’t submit the kind without filling this info in so you can really simply create any column with anything that you guys require when a creative request comes in make it a kind share the form preview the program you men how a kind appears like um the name of the demand you desire you want to include a particular brief with a particular i understand each company has a certain structure that

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they utilize um when do you require it by the top 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 just make look i’ll just show you guys let’s fill it in and you can see um webinar request test i can add a particular file for example today whatever remains in the planning concepts stage and i need the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest concern i want to submit it and let me show you guys how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is important to understand and then it can be called ideas or requests can be found in and then i can just go ahead take it and move it to a specific 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 on how you detail your workflow simply to make sure you men 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 write yes so i can get feedback while you guys are listening yay yes yes incredible awesome awesome i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them also but now i’ll simply provide like a short overview this is the person column as you guys know we have our seven core columns here and then 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate several columns on one board yes dell you are correct every column that you create can be practically every column you produce can be in a kind view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a top priority one we named it concern but it’s essentially a ranking column um we have a. Smartsheet Project Management Software

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file column and we have a tags column what i love 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 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 then if i have a specific project i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m uncertain if you guys understand what this is but 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 reverse this so i might reveal you guys remove deadline mode essentially what i want to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Smartsheet Project Management Software