This article is focused on answering Project Management Software For Professional Services Automation …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page demands think about it more like innovative demands from designers content so on etc copywriters um a social media planning 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 stability that we have with mailchimp and after that i want to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you men that as well and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin amazing all right let’s begin and landing page request i’m assuming
you people i’m just gon na show um talk about the essentials really rapidly but i’m sure you guys 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 go over 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 projects or customers and it truly just 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 short before dealing with an imaginative demand is using the type so a kind generally takes all your columns and makes it a link that other individuals can submit 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 fine let me show you how to develop a kind but generally this kind comes in here and after that the group lead of the creative style group or any other team can assign a specific designer to work on it so let me show you people how to develop and add a kind if anything is too fast 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 guys inspect the view section due to the fact that it’s simply another way to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the form view and like i stated 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 provided the type they can publish this file if you want to need it you can constantly do a checkbox and then they can’t send the type without filling this info in so you can really simply produce any column with anything that you people need when an innovative demand is available in make it a type share the kind preview the show you guys how a kind looks like um the name of the demand you desire you wish to add a certain quick with a specific i understand each company has a specific structure that
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they use um when do you require 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 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 request test i can include a specific declare example today everything is in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in highest priority i wish to send it and let me reveal you men how it comes 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 being available 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 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 just to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes awesome incredible remarkable i’m glad you people are listening and understand everything terrific 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 now i’ll just offer like a quick summary this is the individual column as you people understand we have our 7 core columns here and then 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 item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are right every column that you create can be almost every column you develop can be in a type view and individuals 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 use here is a concern one we called it top priority but it’s basically a score column um we have a. Project Management Software For Professional Services Automation
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Project Management Software For Professional Services Automation