Project Expense Management Software – Easily build, run, and scale

This article is focused on answering Project Expense 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 requests consider it more like innovative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that too and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin amazing fine let’s begin and landing page demand i’m assuming

 

you people i’m just gon na reveal um discuss the basics truly quickly however i’m sure you men know 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 enjoyable things so the method i divided my board here is between months but you can do this in between tasks or clients and it actually just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick prior to working on an innovative demand is using the kind so a form generally takes all your columns and makes it a link that other individuals can submit 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 desire the designer to create and i’ll okay let me show you how to create a form but basically this form is available in here and after that the team lead of the imaginative style team or any other team can assign a particular designer to work on it so let me show you men 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 try clarify so i can go here include view i suggest you guys inspect the view section since it’s simply another way to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the kind view and like i said it takes particular columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can submit this file if you want to need it you can constantly do a checkbox and then they can’t send the kind without filling this details in so you can truly just produce any column with anything that you people require when an imaginative request comes in make it a kind share the kind sneak peek the program you men how a form appears like um the name of the request you want you want to add a specific brief with a particular i know each business has a certain structure that

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they utilize 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 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 look i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can include a particular declare example today whatever remains in the preparation ideas stage and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest concern i want to send it and let me show you guys how it can be found in on the board webinar request test so it’s always going to come into the first group which is essential to understand and then it can be called demands or ideas can be found in and then i can simply go ahead take it and move it to a specific 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 group or another board depending upon how you describe your workflow simply to ensure you guys 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 simply write yes so i can get feedback while you people are listening yay yes yes awesome amazing awesome i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them too and now i’ll simply offer like a brief overview this is the person column as you men know we have our 7 core columns here and then 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 assuming one form can occupy numerous columns on one board yes dell you are correct every column that you produce can be practically every column you produce can be in a type view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a top priority one we named it concern but it’s essentially a score column um we have a. Project Expense Management Software

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file column and we have a tags column what i love about the tag column is if i click on 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 show you people 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 specific job i’m dealing with i can merely link them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m uncertain if you men understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might reveal you people get rid of deadline mode essentially what i wish to do i wish to set as deadline i want to take the status column but i could take any status column i have for example the. Project Expense Management Software