This article is focused on answering Project And Contact 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 three particular on boards which are usage cases for banner and landing page requests think of 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 go over marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to show 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 show you people that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to begin amazing alright let’s begin and landing page request i’m assuming
you people i’m just gon na reveal um talk about the fundamentals actually rapidly 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 discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this in between clients or jobs and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a quick prior to dealing with an imaginative request is utilizing the type so a form essentially takes all your columns and makes it a link that other individuals can fill out 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 want the designer to develop and i’ll alright let me reveal you how to develop a form but basically this form is available in here and then the group lead of the imaginative style group or any other group can appoint a specific designer to work on it so let me show you guys how to produce and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men check the view section since it’s just another method 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 form view and like i said it takes certain 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 submit this file if you wish to need it you can always do a checkbox and then they can’t send the type without filling this information in so you can actually just develop any column with anything that you people need when an innovative request is available in make it a form share the form sneak peek the program you men how a form looks like um the name of the demand you desire you wish to include a specific quick with a specific i know each company has a specific structure that
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they use um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click the kind 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 just show you guys let’s fill it in and you can see um webinar demand test i can add a certain declare example today everything is in the planning ideas phase and i need the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i want to submit it and let me show you men how it comes in on the board webinar demand test so it’s always going to enter the first group which is essential to understand and then it can be called demands or concepts coming in and then i can just go on take it and move it to a certain group that i think 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 board or another group depending on how you detail your workflow just to ensure 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 guys are listening yay yes yes awesome incredible incredible i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them too now i’ll just offer like a quick summary this is the individual column as you guys understand 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy a number of columns on one board yes dell you are right every column that you produce can be practically every column you produce can be in a type view and individuals 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 top priority however it’s essentially a rating column um we have a. Project And Contact Management Software
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Project And Contact Management Software