This article is focused on answering Project Management For Microsoft Outlook Using Planplus Franklin Covey Software …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests think about it more like creative demands from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that as well and last but not least i’m going to show you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin amazing all right let’s begin and landing page demand i’m assuming
you guys i’m just gon na reveal um speak about the fundamentals truly rapidly but i make sure you people 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 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 between projects or clients and it really simply depends on your workflow and the way we did it here to you can do it any way you want but a cool method to get a quick before dealing with an imaginative request is utilizing the type so a kind essentially takes all your columns and makes it a link that other individuals 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 produce and i’ll alright let me reveal you how to produce a form however generally this kind comes 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 reveal you people how to add a type and create if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men examine the view area because it’s just another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the form view and like i said it takes certain columns not the individual column obviously 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 want to require it you can always do a checkbox and after that they can’t send the type without filling this info in so you can really just produce any column with anything that you men require when an imaginative demand can be found in make it a form share the type sneak peek the program you men how a form appears like um the name of the demand you want you wish to add a particular quick with a certain i know each company has a specific structure that
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they use um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click 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 appearance i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can add a specific apply for example right now whatever remains in the preparation ideas stage and i need the creative 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 top priority i wish to send it and let me show you guys how it comes in on the board webinar request test so it’s always going to come into the first group which is very important to know and after that it can be called ideas or demands coming in and after that i can just proceed take it and move it to a certain group that i believe it matters for in this case it requires to be done by may 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 simply 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 simply compose yes so i can get feedback while you guys are listening yay yes yes awesome incredible amazing i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them also but now i’ll simply offer like a short introduction this is the individual column as you guys understand we have our seven 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 also on the product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a type view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we called it concern but it’s generally a ranking column um we have actually a. Project Management For Microsoft Outlook Using Planplus Franklin Covey Software
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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 browse facebook it’s going to do a cross board search let me reveal you guys 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 merely link them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i like the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you people understand what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i could reveal you men eliminate deadline mode generally what i wish to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Project Management For Microsoft Outlook Using Planplus Franklin Covey Software