This article is focused on answering Trac Project Management Software …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 3 specific on boards which are usage cases for banner and landing page demands think about it more like imaginative requests from designers material so on etc 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 want to show you an in email marketing um stability that we have with mailchimp and then 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 reveal you guys that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you men so i have it open and after that we’re going to begin amazing okay let’s begin and landing page request i’m assuming
you men i’m simply gon na reveal um talk about the essentials truly rapidly however i make certain you people understand 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 review combinations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between clients or tasks and it actually just depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief prior to working on an imaginative demand 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 submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll alright let me reveal you how to create a kind however essentially this type can be found in here and after that the team lead of the creative design team or any other group can appoint a certain designer to work on it so let me show you guys how to create and add a type 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 include view i recommend you men examine the view section because it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the kind view and like i stated it takes particular 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 given the type they can publish this file if you want to require it you can always do a checkbox and after that they can’t submit the kind without filling this information in so you can really simply create any column with anything that you guys require when a creative request is available in make it a kind share the type preview the program you people how a kind looks like um the name of the request you want you want to include a certain short with a specific i understand each business has a specific structure that
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they use um when do you need it by the priority and so on etc um you can take this link after put one second let me click on the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a specific file for example right now whatever remains in the preparation ideas phase 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 remains in highest top priority i wish to send it and let me show you men how it comes in on the board webinar request test so it’s constantly going to come into the very first group which is necessary to know and after that it can be called concepts or requests coming in and then i can simply go on take it and move it to a particular group that i think 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 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 simply compose yes so i can get feedback while you people are listening yay yes yes amazing remarkable remarkable i’m glad you men are listening and understand everything great 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 simply give like a brief summary this is the individual column as you people know 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 also as a view we’ll get to that um quickly um dale you just ask presuming one type can populate numerous columns on one board yes dell you are appropriate every column that you create can be nearly every column you produce can be in a kind view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we use here is a priority one we named it concern but it’s basically a score column um we have a. Trac Project Management Software
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