This article is focused on answering Applied Software Project Management Andrew Stellman And Jennifer Greene …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 3 particular on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and lastly i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to begin amazing alright let’s start and landing page demand i’m assuming
you guys i’m simply gon na show um talk about the fundamentals actually quickly however i’m sure you men know that this is a board each one of these are called each row and a group is called an item today we’re going to discuss integrations 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 projects or customers and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief before dealing with an imaginative request is using the kind so a form basically takes all your columns and makes it a link that other individuals can complete which they can publish 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 alright let me show you how to create a type but generally this kind is available in here and after that the group lead of the creative style team or any other team can assign a certain designer to work on it so let me reveal you men how to develop and add a form 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 suggest you people examine the view section 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 certain things on your board so close the type view and like i stated it takes certain columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be offered the type they can publish this file if you want to require it you can constantly do a checkbox and then they can’t send the form without filling this details in so you can actually simply produce any column with anything that you people require when a creative demand can be found in make it a type share the type preview the show you men how a form appears like um the name of the request you want you wish to include a certain short with a certain i know each business has a particular structure that
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they use um when do you need it by the top priority and so on etc 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 appearance i’ll just reveal you men let’s fill it in and you can see um webinar request test i can add a certain file for example right now whatever remains in the preparation concepts stage and i require the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest top priority i wish to submit it and let me show you men how it comes in on the board webinar demand test so it’s always going to come into the very first group which is essential to know and then it can be called concepts or demands being available in and then 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 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 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 type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes awesome remarkable awesome i’m glad you guys are listening and understand whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them too now i’ll just offer like a brief summary this is the person column as you men understand 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate numerous columns on one board yes dell you are proper every column that you develop can be almost every column you create can be in a type view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a concern one we called it priority but it’s basically a score column um we have a. Applied Software Project Management Andrew Stellman And Jennifer Greene
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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 search facebook it’s going to do a cross board search let me show you men 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 particular job i’m working on i can merely link 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 simply leave here [Music] alright um [Music] and yeah and i’m unsure if you guys know what this is however 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 reverse this so i might reveal you guys eliminate deadline mode essentially what i want to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Applied Software Project Management Andrew Stellman And Jennifer Greene