Project Management Finacial Tracking Software – Easily build, run, and scale

This article is focused on answering Project Management Finacial Tracking 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 usage cases for banner and landing page requests consider it more like imaginative requests from designers material so on etc copywriters um a social networks planning and design 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 show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that too and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to start amazing alright let’s start and landing page request i’m presuming

 

you people i’m simply gon na show um speak about the basics really quickly 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 review integrations 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 tasks or customers and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief before working on an imaginative demand is using the kind so a type 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 trying to find the size of uh the banner that they want the designer to produce and i’ll alright let me reveal you how to create a form however basically this kind can be found in here and after that the team lead of the imaginative design team or any other team can designate a specific designer to work on it so let me show you people how to add 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 suggest you people examine the view area because it’s simply another method to show 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 specific things on your board so close the type view and like i stated it takes certain columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can really just produce any column with anything that you people require when an imaginative demand comes in make it a kind share the form sneak peek the program you people how a type appears like um the name of the demand you want you wish to include a specific short with a particular i understand each business has a certain structure that

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they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one second let me click the type 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 simply show you people let’s fill it in and you can see um webinar demand test i can add a particular file for example today everything remains in the preparation concepts stage and i require the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest top priority i want to send it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is necessary to know and after that it can be called concepts or requests coming in and then i can simply proceed take it and move it to a specific group that i believe it’s relevant 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 outline your workflow simply to make sure you men 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 compose yes so i can get feedback while you men are listening yay yes yes awesome remarkable incredible i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them also today i’ll simply offer like a short introduction this is the individual column as you men know we have our seven core columns here and after that we have more intriguing 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 just ask presuming one kind can populate numerous columns on one board yes dell you are correct every column that you produce can be practically every column you create can be in a form view and people 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 priority one we called it concern however it’s generally a rating column um we have actually a. Project Management Finacial Tracking Software

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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 search facebook it’s going to do a cross board search let me show you guys 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 certain project i’m dealing with i can just link them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not sure if you guys understand what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i could show you men remove deadline mode essentially what i want to do i wish to set as due date i want to take the status column but i could take any status column i have for example the. Project Management Finacial Tracking Software