This article is focused on answering Agile Project Management Software Rally …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests think of it more like creative requests from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to show you an in email marketing um integrity 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 be able to integrate with facebook for facebook ads so i’ll reveal you men that also and lastly i’m going to show you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you men so i have it open and then we’re going to begin remarkable okay let’s begin and landing page demand i’m presuming
you men i’m just gon na reveal um speak about the basics truly quickly however i make sure you guys know that this is a board each 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 things so the way i divided my board here is in between months but you can do this in between projects or customers and it actually simply depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a short before dealing with an innovative request is utilizing the kind so a form generally 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 trying to find the size of uh the banner that they desire the designer to develop and i’ll alright let me reveal you how to develop a form however generally this kind can be found in here and then the group lead of the creative design group or any other team can assign a specific designer to deal with it so let me show you guys how to create 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 add view i suggest you guys examine the view area since it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i said it takes particular columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be offered the form they can upload this file if you want to need it you can constantly do a checkbox and then they can’t submit the form without filling this information in so you can actually just produce any column with anything that you men require when an imaginative demand is available in make it a form share the form sneak peek the program you men how a kind appears like um the name of the request you want you wish to add a certain quick with a particular i understand each company has a certain structure that
gantt charts project management tool monday.com alternatives
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 second let me click on 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 simply make look i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a certain file for example today everything is in the planning 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 may 23rd and it’s in highest concern i want to send it and let me show you men how it is available in on the board webinar request test so it’s constantly going to come into the first group which is essential to understand and after that it can be called requests or concepts can be found in and after that 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 may so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow simply to make certain 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 remarkable remarkable remarkable i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them as well but now i’ll simply give like a brief overview this is the person column as you people understand we have our seven core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one type can occupy several columns on one board yes dell you are appropriate every column that you develop can be practically every column you produce can be in a form view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a top priority one we called it priority but it’s essentially a ranking column um we have a. Agile Project Management Software Rally
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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 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 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 job i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not sure if you men understand what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i could reveal you people remove due date mode generally what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Agile Project Management Software Rally