Project Management And Finance Software – Easily build, run, and scale

This article is focused on answering Project Management And Finance 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 use cases for banner and landing page demands consider it more like innovative requests from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i wish to show you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you people that too and finally i’m going to show you dashboards um so let’s start in a minute i just want to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to begin amazing all right let’s begin and landing page request i’m assuming

 

you people i’m simply gon na show um talk about the essentials truly quickly but i’m sure you guys know 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 go over integrations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this in between jobs or customers and it truly simply depends on 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 brief prior to dealing with an imaginative request is using the kind so a kind basically takes all your columns and makes it a link that other individuals can submit 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 fine let me show you how to create a form but basically this kind is available in here and then the group lead of the creative style group or any other team can designate a specific designer to deal with it so let me reveal you men how to include a type and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys check the view area because it’s just another way to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the form view and like i stated it takes certain columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be offered the kind they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can really just develop any column with anything that you guys require when a creative request comes in make it a kind share the type sneak peek the show you guys how a form looks like um the name of the request you desire you want to add a specific quick with a certain i know each business has a particular structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the top priority and so on and so forth um you can take this link after put one 2nd let me click on the form 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 simply show you people let’s fill it in and you can see um webinar demand test i can include a particular file for example right now whatever remains in the preparation concepts stage and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest priority i want to send it and let me show you people how it is available in on the board webinar request test so it’s constantly going to enter the first group which is important to understand and after that it can be called ideas or demands being available in and then i can just go on take it and move it to a particular group that i think it matters for in this case it requires 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 describe your workflow just to make certain you men are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes amazing remarkable amazing i’m glad you guys are listening and understand whatever great um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them as well now i’ll simply provide like a brief introduction this is the individual column as you men know we have our 7 core columns here and after that 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type 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 develop can be in a form 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 utilize here is a concern one we called it concern however it’s essentially a ranking column um we have actually a. Project Management And Finance Software

monday.com, job management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, service, crm, user, project management software, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

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 men 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 particular project i’m working on i can simply connect them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i love the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you guys know what this is however 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 show you guys remove due date mode generally what i want to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. Project Management And Finance Software