Software With Crm Calendar Project Management And Metrics – Work Without Limits

This article is focused on answering Software With Crm Calendar Project Management And Metrics …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 about it more like creative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that also and lastly i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to start remarkable okay let’s begin and landing page request i’m presuming

 

you guys i’m just gon na reveal um discuss the basics really quickly but i’m sure you men know that this is a board every 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 fun things so the method i divided my board here is in between months but 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 desire but a cool method to get a short prior to dealing with an innovative request is utilizing the type so a type generally takes all your columns and makes it a link that other people can complete 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 produce and i’ll fine let me reveal you how to create a form however generally this kind comes in here and then the group lead of the innovative style team or any other group can assign a certain designer to deal with it so let me show you guys how to create and include a form if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people inspect the view area since it’s simply another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the kind view and like i said it takes certain columns not the person column naturally however other columns that you can conceal or make um viewable for the person that is going to be provided the form they can upload this file if you want to require it you can always do a checkbox and then they can’t submit the form without filling this details in so you can actually just develop any column with anything that you guys need when an innovative request is available in make it a type share the type sneak peek the show you guys how a type appears like um the name of the request you desire you want to add a certain short with a particular i understand each company 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 second let me click on the kind 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 just show you people let’s fill it in and you can see um webinar demand test i can include a specific apply for example right now whatever is in the preparation ideas stage and i need the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest top priority i want to submit it and let me show you people how it comes in on the board webinar request test so it’s always going to enter into the first group which is very important to know and then it can be called requests or concepts coming in and after that i can simply proceed take it and move it to a specific group that i believe 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 on how you outline your workflow just to ensure you men 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 simply compose yes so i can get feedback while you men are listening yay yes yes awesome awesome awesome i’m glad you people are listening and comprehend whatever fantastic 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 too now i’ll just provide like a short introduction this is the person column as you guys 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 likewise on the product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can populate a number of columns on one board yes dell you are proper every column that you produce can be almost every column you create can be in a type view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a priority one we called it concern however it’s essentially a rating column um we have a. Software With Crm Calendar Project Management And Metrics

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file column and we have a tags column what i enjoy 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 reveal you guys how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a specific task i’m dealing with i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i find that extremely cool and i love i love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m unsure if you guys 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 reverse this so i could reveal you men get rid of due date mode generally what i want to do i want to set as deadline i want to take the status column however i might take any status column i have for example the. Software With Crm Calendar Project Management And Metrics