This article is focused on answering Project Management And Document Control Software …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page demands think about it more like innovative 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 discuss marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that too and lastly i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to show you men so i have it open and then we’re going to begin awesome alright let’s begin and landing page demand i’m presuming
you people i’m just gon na reveal um discuss the fundamentals really rapidly but i make certain you guys know that this is a board every one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this in between tasks 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 desire however a cool way to get a quick prior to dealing with an innovative demand is using the form so a form essentially takes all your columns and makes it a link that other people can fill out which they can upload 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 develop and i’ll alright let me reveal you how to develop a type however essentially this type can be found in here and then the team lead of the creative design team or any other group can designate a certain designer to work on it so let me show you guys how to create and add a type if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you men examine 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 certain things on your board so close the form view and like i said it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can submit this file if you want to require it you can always do a checkbox and after that they can’t send the kind without filling this details in so you can really simply create any column with anything that you guys need when an innovative request comes in make it a kind share the type preview the show you guys how a type appears like um the name of the demand you want you wish to include a particular quick with a certain i know each business 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 on 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 simply reveal you people let’s fill it in and you can see um webinar request test i can include a particular apply for example today everything remains in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest priority i want to submit it and let me show you people how it can be found in on the board webinar request test so it’s always going to enter into the first group which is necessary to know and then it can be called concepts or requests coming in and after that 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 on how you detail 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 just write yes so i can get feedback while you guys are listening yay yes yes awesome awesome remarkable i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them also but now i’ll simply provide like a short introduction this is the person column as you men know we have our 7 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 likewise 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 populate numerous columns on one board yes dell you are appropriate every column that you create can be practically every column you create can be in a type view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a concern one we called it top priority however it’s basically a rating column um we have a. Project Management And Document Control Software
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Project Management And Document Control Software