This article is focused on answering What Is Project Management Software Pdf …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page demands think of it more like innovative 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 discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you men that too and finally i’m going to reveal you control panels um so let’s start in a minute i just want to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start remarkable all right let’s start and landing page demand i’m presuming
you people i’m simply gon na reveal um discuss the basics actually rapidly however i make sure you people 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 stuff so the method i divided my board here is in between months but you can do this in between jobs or clients and it truly just depends on your workflow and the way 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 a creative request is using the form so a kind basically 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 trying to find the size of uh the banner that they desire the designer to produce and i’ll alright let me show you how to produce a kind but essentially this type comes in here and then the team lead of the innovative style team or any other group can appoint a particular designer to deal with it so let me reveal you men how to add a form and develop if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people inspect the view section due to the fact that it’s just another way to show um all your products 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 type view and like i said it takes certain columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t send the type without filling this information in so you can actually simply produce any column with anything that you men require when a creative request comes in make it a kind share the form preview the program you people how a type looks like um the name of the demand you desire you wish to include a particular short with a certain i know 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 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 simply make appearance i’ll just show you people 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 require the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest priority i wish to submit it and let me reveal you people how it can be found in on the board webinar request test so it’s constantly going to enter into the very first group which is necessary to understand and then it can be called ideas or demands being available in and then i can just go ahead take it and move it to a certain 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 describe your workflow simply to make certain you guys 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 amazing remarkable i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them also but now i’ll just give like a brief summary this is the person column as you men understand 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 soon um dale you simply ask presuming one form can populate numerous columns on one board yes dell you are appropriate every column that you create can be practically every column you develop can be in a type view and individuals can fill it out and it can be found in as a product on the board fantastic so this is our column center what we utilize here is a concern one we named it top priority but it’s basically a rating column um we have actually a. What Is Project Management Software Pdf
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file column and we have a tags column what i like about the tag column is if i click on 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 after that if i have a particular project i’m dealing with i can merely connect them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might reveal you guys eliminate deadline mode essentially what i want to do i wish to set as due date i wish to take the status column but i could take any status column i have for example the. What Is Project Management Software Pdf