Project Management And Specifying Software For Interior Designers – Easily build, run, and scale

This article is focused on answering Project Management And Specifying Software For Interior Designers …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 specific on boards which are use cases for banner and landing page demands consider it more like creative requests from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and finally i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin incredible alright let’s start and landing page demand i’m presuming

 

you men i’m simply gon na show um talk about the basics truly rapidly however i’m sure you men know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this between jobs or clients and it actually simply depends upon 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 quick prior to dealing with an imaginative demand is utilizing the kind so a form essentially takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll fine let me show you how to produce a type but generally this kind is available in here and after that the group lead of the innovative design team or any other team can designate a particular designer to work on it so let me show you people how to include a form and develop 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 men inspect the view section due to the fact that it’s just another way to reveal um all your items just 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 certain columns not the person column naturally but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t send the kind without filling this details in so you can really just create any column with anything that you people require when an imaginative request is available in make it a kind share the kind sneak peek the program you men how a kind looks like um the name of the request you desire you wish to add a specific brief with a specific i know each business has a certain structure that

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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one second let me click on the kind 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 appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can include a specific declare example right now whatever remains in the preparation ideas stage and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest priority i want to send it and let me reveal you people how it is available in on the board webinar request test so it’s constantly going to enter into the first group which is necessary to know and then it can be called requests or concepts coming in and after that i can simply proceed take it and move it to a particular group that i believe 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 upon how you outline your workflow just to make certain you people 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 write yes so i can get feedback while you guys are listening yay yes yes amazing remarkable remarkable i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them too but now i’ll simply provide like a brief summary this is the individual column as you men understand 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one type 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 develop can be in a form view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a concern one we called it concern however it’s generally a score column um we have a. Project Management And Specifying Software For Interior Designers

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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 right now it’s going to do a cross board search about every board i have on my um account and it’s going to search 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 particularly i can see that it’s another board and then if i have a specific job 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 incredibly cool and i love i like the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you men know what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could show you people get rid of deadline mode basically what i wish to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Project Management And Specifying Software For Interior Designers