This article is focused on answering Suretrak 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 demands from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i want to show you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin incredible all right let’s start and landing page request i’m assuming
you men i’m just gon na reveal um speak about the fundamentals truly rapidly however i make sure you men know that this is a board each one of these are called a group and each row is called an item today we’re going to discuss combinations automations views and a lot more enjoyable stuff 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 just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief prior to dealing with an innovative request is utilizing the form so a type essentially takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll fine let me show you how to develop a type but generally this type is available in here and after that the group lead of the innovative design group or any other group can designate a certain designer to deal with it so let me reveal you men how to create and include a form if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys inspect the view area because it’s simply another method to reveal um all your items 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 form view and like i said it takes certain columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be provided the form they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can truly just produce any column with anything that you people need when an imaginative demand can be found in make it a kind share the form sneak peek the program you men how a type appears like um the name of the request you want you wish to add a particular short with a certain i understand each company has a particular structure that
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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click the form 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 just reveal you men let’s fill it in and you can see um webinar request test i can add a specific file for example today everything remains in the preparation concepts stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i want to submit it and let me reveal you guys how it comes in on the board webinar request test so it’s always going to enter into the very first group which is important to understand and then it can be called demands or concepts being available in and then i can simply 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 group or another board depending on how you describe your workflow just to make certain 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 simply compose yes so i can get feedback while you people are listening yay yes yes amazing remarkable incredible i’m glad you guys are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them too and now i’ll just give like a brief overview this is the person column as you people know we have our 7 core columns here and then we have more interesting 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 presuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be practically every column you produce can be in a kind view and individuals can fill it out and it comes in as a product on the board great so this is our column center what we use here is a top priority one we called it concern however it’s generally a score column um we have a. Suretrak Project Management Software
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Suretrak Project Management Software