This article is focused on answering Project Expenses 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 reveal you three particular on boards which are use cases for banner and landing page demands think of it more like innovative demands from designers content so on and so forth copywriters um a social networks planning and style 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 wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that too and finally i’m going to show you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start incredible okay let’s begin and landing page demand i’m presuming
you guys i’m simply gon na reveal um speak about the basics truly rapidly however i make 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 discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this in between jobs or customers and it really just depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short prior to working on an imaginative demand 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 upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll alright let me show you how to produce a kind but essentially this kind is available in here and then the group lead of the innovative design team or any other group can designate a certain designer to deal with it so let me reveal you men how to produce and add a type if anything is too quick 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 advise you guys check the view section since it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the kind view and like i stated it takes particular columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be provided the form they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t submit the type without filling this details in so you can actually simply produce any column with anything that you people need when an imaginative request can be found in make it a kind share the form sneak peek the program you guys how a form appears like um the name of the request you want you wish to include a particular brief with a particular i understand each business has a certain structure that
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they use um when do you need it by the top priority and so on etc 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 website copy it send it to whoever let’s simply make appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can add a certain file for example today whatever remains in the planning ideas stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest priority i wish to send it and let me show you people how it is available in on the board webinar request test so it’s always going to enter the first group which is very important to know and then it can be called requests or concepts can be found in and after that i can just 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 may so i’m going to keep it in this group i can move it to another group or another board depending on how you detail your workflow simply to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes awesome amazing remarkable i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them too now i’ll just provide like a short introduction this is the person column as you people know we have our seven core columns here and after that 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 likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are appropriate every column that you develop can be almost every column you produce can be in a type view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a priority one we named it top priority however it’s essentially a rating column um we have actually a. Project Expenses Management Software
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Project Expenses Management Software