This article is focused on answering Agile Project Management Online Software …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page requests think about it more like imaginative requests from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that too and lastly i’m going to show you dashboards um so let’s start in a minute i just want to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to start awesome all right let’s start and landing page demand i’m assuming
you men i’m just gon na reveal um speak about the basics really quickly but i make certain you men understand 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 enjoyable stuff so the method i divided my board here is between months but you can do this in between tasks or clients and it really simply depends upon your workflow and the method 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 demand is utilizing the form so a form basically takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll fine let me reveal you how to produce a kind however generally this type comes in here and then the group lead of the creative style group or any other team can assign a certain designer to deal with it so let me show you men how to add a type and develop 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 add view i suggest you men examine the view area due to the fact that it’s just another method to show um all your items just see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i stated 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 type they can upload this file if you want to require it you can always do a checkbox and then they can’t submit the type without filling this information in so you can truly simply develop any column with anything that you guys need when an imaginative request comes in make it a kind share the form preview the program you guys how a form appears like um the name of the demand you desire you want to add a certain brief with a particular i know each company has a specific structure that
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they use um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click the type 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 simply show you people let’s fill it in and you can see um webinar request test i can add a specific apply for example right now everything remains in the preparation ideas stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest top priority i want to submit it and let me show you guys how it comes in on the board webinar demand test so it’s always going to enter the very first group which is very important to know and then it can be called demands or ideas can be found in and after that i can simply go ahead take it and move it to a specific group that i think it’s relevant 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 board or another group depending on how you describe your workflow simply 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 awesome i’m glad you people are listening and comprehend whatever excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them also now i’ll simply give like a quick overview this is the person column as you men know we have our seven core columns here and after that we have more interesting 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 kind can occupy a number of columns on one board yes dell you are right every column that you develop can be nearly every column you develop can be in a kind 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 concern one we called it concern but it’s basically a score column um we have a. Agile Project Management Online Software
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file column and we have a tags column what i like 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 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 then if i have a particular task i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i enjoy the tech college let me just leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you men know 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 reverse this so i might reveal you people eliminate deadline mode basically what i want 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 Online Software