Project Management Software Rfi 2022 – dream workflows

This article is focused on answering Project Management Software Rfi …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 three specific on boards which are use cases for banner and landing page requests think about it more like innovative demands from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that 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 advertisements so i’ll show you men that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to show you people so i have it open and after that we’re going to start remarkable alright let’s begin and landing page demand i’m presuming

 

you men i’m just gon na show um talk about the basics really rapidly but i’m sure you guys 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 review combinations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this in between customers or projects and it truly simply depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a short before working on an innovative request is using the form so a type essentially takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll alright let me reveal you how to develop a form however essentially this form comes in here and after that the team lead of the creative design group or any other group can designate a specific designer to deal with it so let me reveal you men how to include a type and develop if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you men examine the view area since it’s simply 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 particular things on your board so close the form view and like i said it takes certain columns not the person column naturally however other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can publish this file if you want to need it you can always do a checkbox and after that they can’t send the type without filling this information in so you can truly simply produce any column with anything that you people need when a creative demand comes in make it a kind share the type sneak peek the show you people how a form looks like um the name of the request you desire you want to add a particular brief with a specific i know each business has a specific structure that

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they utilize 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 on 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 appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a particular file for example today whatever is in the preparation concepts stage and i require the imaginative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in highest priority i want to send it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to enter the very first group which is essential to know and then it can be called ideas or requests coming in and then i can just proceed take it and move it to a particular group that i think 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 detail your workflow just 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 form and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes amazing awesome amazing i’m glad you guys are listening and understand whatever 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 too now i’ll simply offer like a short overview this is the person column as you people understand we have our seven core columns here and then we have more interesting 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 soon um dale you just ask assuming one type can populate several columns on one board yes dell you are correct every column that you produce can be nearly every column you produce can be in a type view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a top priority one we called it priority however it’s essentially a ranking column um we have a. Project Management Software Rfi

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file column and we have a tags column what i enjoy 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 reveal you people how that works i can see that it’s my board particularly 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 discover that very cool and i love i like the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m uncertain if you guys know what this is however 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 undo this so i could reveal you guys remove due date mode generally what i want to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Project Management Software Rfi