This article is focused on answering What Software Do Banks Use For Project Management …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page demands consider it more like imaginative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you want 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 wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that as well and finally i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin remarkable fine let’s start and landing page request i’m presuming
you people i’m just gon na reveal um speak about the essentials really quickly but i’m sure you men understand that this is a board each one of these are called a group and each row is called a product today we’re going to review combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months but you can do this in between customers or projects and it truly just depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short before working on an imaginative request is using the type so a type essentially 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 looking for the size of uh the banner that they desire the designer to produce and i’ll all right let me reveal you how to produce a kind however essentially this type can be found in here and after that the team lead of the creative design group or any other group can appoint a specific designer to work on it so let me show you guys how to include a form and develop 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 suggest you guys inspect the view area since it’s simply another way 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 particular columns not the individual column naturally however other columns that you can conceal or make um viewable for the person that is going to be given the kind they can upload this file if you wish to require it you can always do a checkbox and after that they can’t submit the type without filling this information in so you can really just produce any column with anything that you guys require when an imaginative demand comes in make it a form share the type sneak peek the show you guys how a form appears like um the name of the request you desire you want to include a specific quick 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 require 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 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 look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a specific apply for example right now whatever is in the preparation ideas phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest concern 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 always going to enter into the very first group which is essential to know and then it can be called requests or ideas can be found 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 just to make certain you guys are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable remarkable awesome i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them as well now i’ll simply give like a brief overview this is the person column as you guys understand we have our seven 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 likewise 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 right every column that you create can be almost every column you produce can be in a type view and people 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 use here is a concern one we named it concern but it’s essentially a rating column um we have actually a. What Software Do Banks Use For Project Management
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file column and we have a tags column what i love about the tag column is if i click this today 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 men how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain job i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you guys know 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 might show you men remove due date mode basically what i want to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. What Software Do Banks Use For Project Management