This article is focused on answering Why Should I Use Customizable Templates In Project Management Software …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 particular on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that as well and lastly 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 wished to show you men so i have it open and then we’re going to begin remarkable okay let’s start and landing page demand i’m presuming
you people i’m simply gon na show um talk about the basics really quickly however i make certain you men understand 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 discuss combinations automations views and a lot more fun things so the way i divided my board here is between months however you can do this between customers or projects and it truly simply depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick prior to working on an imaginative request is utilizing the kind so a kind basically takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll alright let me reveal you how to produce a form however essentially this kind comes in here and then the team lead of the creative style team or any other team can designate a particular designer to deal with it so let me show you men how to create and include a kind if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people examine the view section because it’s just another way to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the type view and like i stated it takes specific columns not the individual column obviously however other columns that you can conceal or make um viewable for the person that is going to be provided the type they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t send the kind without filling this information in so you can actually simply develop any column with anything that you guys require when an imaginative request is available in make it a kind share the kind sneak peek the show you people how a kind looks like um the name of the request 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 require it by the concern and so on etc 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 simply show you people let’s fill it in and you can see um webinar demand test i can include a particular apply for example right now whatever is in the preparation concepts stage and i need the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest concern i want to send it and let me show you men how it comes in on the board webinar request test so it’s always going to come into the very first group which is important to understand and then it can be called ideas or demands can be found in and then i can just proceed take it and move it to a specific group that i believe it’s relevant for in this case it needs 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 upon how you describe your workflow just to ensure you men are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes awesome awesome awesome i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them too and now i’ll simply give like a quick summary this is the individual 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 item itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy several columns on one board yes dell you are appropriate every column that you produce can be practically every column you create can be in a type view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a priority one we called it concern but it’s generally a score column um we have actually a. Why Should I Use Customizable Templates In Project Management Software
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Why Should I Use Customizable Templates In Project Management Software