Project Management Document Control Software System – Easily build, run, and scale

This article is focused on answering Project Management Document Control Software System …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 show you three specific on boards which are usage cases for banner and landing page requests think about it more like creative requests from designers content 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 show you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wished to show you guys so i have it open and then we’re going to start amazing alright let’s start and landing page request i’m presuming

 

you men i’m simply gon na reveal um speak about the fundamentals truly quickly however i make certain you guys know that this is a board each one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this in between customers or jobs and it truly just depends on your workflow and the way we did it here to you can do it any way you want but a cool way to get a short prior to dealing with a creative request is using the type so a type essentially 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 searching for the size of uh the banner that they want the designer to create and i’ll alright let me reveal you how to produce a form but basically this kind is available in here and then the group lead of the imaginative design team or any other group can appoint a particular designer to work on it so let me reveal you people how to add a type and produce if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people inspect the view area because it’s just another method to show um all your items just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the kind view and like i stated it takes certain columns not the person column obviously but other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can upload this file if you wish to require it you can always do a checkbox and after that they can’t submit the kind without filling this details in so you can truly just develop any column with anything that you men need when an imaginative request comes in make it a type share the kind preview the show you guys how a type appears like um the name of the demand you desire you want to add a specific brief with a particular i understand each business has a specific structure that

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they use um when do you need it by the priority and so on etc um you can take this link after put one second 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 just make look i’ll just show you guys let’s fill it in and you can see um webinar demand test i can add a certain declare example right now everything is in the preparation ideas stage and i need the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest concern i wish to send 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 come into the very first group which is essential to know and then it can be called ideas or demands can be found in and after that i can just go ahead 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 describe your workflow simply to make certain you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes incredible incredible incredible i’m glad you people are listening and understand everything excellent 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 and now i’ll simply provide like a quick introduction this is the person column as you guys 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 also as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy a number of columns on one board yes dell you are correct every column that you develop can be almost every column you produce can be in a form view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we use here is a concern one we called it priority however it’s essentially a ranking column um we have a. Project Management Document Control Software System

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file column and we have a tags column what i love about the tag column is if i click 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 browse facebook it’s going to do a cross board search let me reveal you people 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 certain task i’m working on i can just link them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m uncertain if you people 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 deadline mode is let me reverse this so i could show you men eliminate due date mode basically what i want to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Project Management Document Control Software System