This article is focused on answering What Is Wrike 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 reveal you three 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 and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you people that as well and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you people so i have it open and then we’re going to start amazing okay let’s begin and landing page demand i’m presuming
you people i’m simply gon na show um speak about the basics actually quickly however i make certain you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this between customers or tasks and it really simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief prior to working on a creative request is utilizing the kind so a form basically takes all your columns and makes it a link that other people can complete 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 produce and i’ll all right let me reveal you how to create a kind but generally this type can be found in here and after that the team lead of the innovative design team or any other group can assign a particular designer to deal with it so let me reveal you men how to include a kind and produce 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 include view i recommend you men inspect the view area due to the fact that it’s just another method to show um all your items just 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 particular columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be given the type they can submit this file if you wish to need it you can always do a checkbox and then they can’t submit the form without filling this info in so you can truly simply produce any column with anything that you men need when an innovative request can be found in make it a form share the type preview the program you guys how a form appears like um the name of the request you want you wish to add a particular brief with a certain i know each company has a certain structure that
gantt charts project management tool monday.com alternatives
they use um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click the type 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 appearance i’ll simply show you men let’s fill it in and you can see um webinar request test i can include a specific file for example right now whatever remains in the preparation ideas stage and i require the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest top priority i want to submit it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to come into the very first group which is important to know and then it can be called ideas or demands being available in and after that 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 group or another board depending on how you outline your workflow simply to make certain you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable awesome incredible i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them as well and now i’ll just offer like a quick summary this is the individual column as you men know we have our 7 core columns here and after that 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy 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 kind view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a top priority one we called it top priority however it’s basically a ranking column um we have a. What Is Wrike Project Management Software
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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 search 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 certain project i’m working on i can just connect 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 enjoy the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m unsure if you guys understand what this is however 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 undo this so i could show you people eliminate due date mode generally what i wish to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. What Is Wrike Project Management Software