This article is focused on answering Agile Project Management Goes Beyond Software Development …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page demands think of it more like imaginative requests 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 review marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you people that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to begin remarkable fine let’s start and landing page request i’m assuming
you men i’m simply gon na show um discuss the essentials truly quickly however i’m sure you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to review combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between clients or tasks and it really simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short prior to working on a creative request is using the kind so a kind generally takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to create a kind but basically this type comes in here and after that the team lead of the innovative style team or any other group can designate a certain designer to deal with it so let me show you men how to produce and include a form if anything is too quick 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 advise you men examine the view area since it’s just another method to reveal 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 form view and like i said it takes specific columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be offered the type they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can really simply create any column with anything that you guys need when a creative request can be found in make it a form share the type sneak peek the show you guys how a type appears like um the name of the demand you want you want to add a certain short with a specific i know each company has a certain structure that
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they utilize um when do you need it by the priority and so on etc um you can take this link after put one second 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 just make appearance i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a specific declare example right now everything remains in the preparation concepts stage and i require the innovative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest concern i wish to send it and let me reveal you guys how it is available in on the board webinar request test so it’s always going to enter into the very first group which is essential to know and after that it can be called concepts or requests being available in and then i can just go on take it and move it to a particular group that i think it matters 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 group or another board depending upon how you describe your workflow just to ensure you guys 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 men are listening yay yes yes amazing incredible amazing i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them as well but now i’ll just provide like a quick introduction this is the person 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy a number of columns on one board yes dell you are right every column that you produce can be almost 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 use here is a top priority one we called it priority but it’s essentially a rating column um we have a. Agile Project Management Goes Beyond Software Development
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file column and we have a tags column what i like 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 browse 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 specific task i’m dealing with i can merely link them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you men understand what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i might show you men eliminate due date mode essentially what i wish to do i wish to set as due date i wish to take the status column but i might take any status column i have for example the. Agile Project Management Goes Beyond Software Development