Project Management Software Team Member – Easily build, run, and scale

This article is focused on answering Project Management Software Team Member …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 show you 3 particular on boards which are usage cases for banner and landing page demands think of it more like creative demands from designers content so on and so forth copywriters um a social media preparation 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 reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show 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 pull up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin awesome all right let’s start and landing page request i’m presuming

 

you guys i’m just gon na reveal um talk about the essentials actually quickly but i make sure you guys understand 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 enjoyable stuff so the method i divided my board here is in between months however you can do this in between tasks 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 desire however a cool way to get a short prior to dealing with an imaginative request is using the type so a kind essentially takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to produce a kind however essentially this kind is available in here and then the group lead of the creative style team or any other group can assign a specific designer to deal with it so let me reveal you guys how to develop and add a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys check the view section due to the fact that it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the form view and like i stated it takes specific columns not the individual column of course however other columns that you can conceal or make um viewable for the individual 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 details in so you can actually simply develop any column with anything that you guys need when a creative request comes in make it a form share the type sneak peek the show you men how a kind looks like um the name of the demand you want you want to add a particular short with a particular i know each business has a specific structure that

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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click 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 look i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a specific declare example right now everything remains in the preparation concepts stage and i require the imaginative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in highest priority i wish to submit it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to come into the first group which is important to know and then it can be called demands or concepts being available in and then i can just proceed take it and move it to a specific group that i think it matters for in this case it needs 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 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 comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you guys 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 knowledgeable about them simply compose me in the chat and i’ll discuss them as well but now i’ll just give like a short summary this is the individual 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 item itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one type can populate a number of columns on one board yes dell you are right every column that you develop can be nearly every column you create can be in a type view and people can fill it out and it can be found in as an item on the board great so this is our column center what we use here is a top priority one we named it concern but it’s essentially a score column um we have actually a. Project Management Software Team Member

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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 today 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 reveal you guys how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a specific job i’m dealing with i can just connect 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 enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m unsure if you people know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i could reveal you people remove due date mode basically what i wish to do i want 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 Software Team Member