This article is focused on answering Zoho Free Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page demands think of it more like creative demands from designers material so on etc copywriters um a social networks 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 e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that too and finally i’m going to reveal you control panels um so let’s start in a minute i simply 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 begin awesome okay let’s start and landing page request i’m presuming
you guys i’m simply gon na reveal um speak about the fundamentals really rapidly however i’m sure 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 integrations 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 projects or customers and it really simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a quick before dealing with an imaginative request is utilizing the type so a form generally 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 want the designer to produce and i’ll okay let me reveal you how to produce a kind however generally this type can be found in here and after that the group lead of the creative design group or any other group can appoint a certain designer to deal with it so let me reveal you guys how to produce and include a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you people inspect the view section because it’s just another method to reveal 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 specific things on your board so close the kind view and like i stated it takes particular columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be given the form they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can truly just create any column with anything that you people need when an innovative request comes in make it a kind share the form preview the program you people how a form appears like um the name of the request you want you wish to add a certain quick with a particular i know each business has a certain structure that
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they use um when do you need it by the concern and so on and so forth 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 site copy it send it to whoever let’s simply make look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can add a specific declare example right now everything remains in the preparation concepts stage and i need the creative department to assist 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 submit it and let me reveal you men how it comes in on the board webinar request test so it’s always going to enter into the first group which is essential to understand and then it can be called concepts or requests can be found in and then i can just go on take it and move it to a certain group that i think it matters 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 outline your workflow just to make sure you people 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 simply compose yes so i can get feedback while you men are listening yay yes yes amazing incredible amazing i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them as well and now i’ll just give like a short summary this is the individual column as you guys know we have our seven core columns here and then 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 item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are correct every column that you create can be almost every column you develop can be in a type view and people can fill it out and it comes in as an item on the board great so this is our column center what we use here is a top priority one we named it concern but it’s generally a rating column um we have actually a. Zoho Free Project Management Software
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file column and we have a tags column what i enjoy about the tag column is if i click 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 specifically i can see that it’s another board and after that if i have a specific task i’m working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i love the tech college let me simply leave 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 method i connected them together and did due date mode is let me undo this so i might reveal you men eliminate due date mode essentially what i want to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Zoho Free Project Management Software