This article is focused on answering Common Software Project Management Mistakes …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 specific on boards which are usage cases for banner and landing page demands consider it more like imaginative demands from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want 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 also and last but not least i’m going to show you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to start remarkable all right let’s start and landing page request i’m presuming
you guys i’m just gon na reveal um speak about the essentials really quickly however i’m sure you people know 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 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 between clients or tasks and it actually 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 quick prior to working on a creative demand is utilizing the form so a form essentially takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll all right let me show you how to produce a form however 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 specific designer to deal with it so let me show you people how to create and include a form if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you people check the view area due to the fact that it’s simply another way to show um all your products simply 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 certain columns not the person column of course however other columns that you can hide 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 constantly do a checkbox and then they can’t send the kind without filling this info in so you can really simply produce any column with anything that you men need when an imaginative request comes in make it a type share the kind preview the show you guys how a type appears like um the name of the request you want you wish to add a specific short with a certain i know each company has a particular structure that
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they utilize um when do you need it by the concern 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 simply reveal you guys let’s fill it in and you can see um webinar demand test i can include a specific file for example right now whatever remains in the preparation ideas stage and i need the innovative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in highest top priority i want to send it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to enter the first group which is important to understand and then it can be called demands or concepts can be found 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 needs 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 on how you detail your workflow just to ensure 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 remarkable amazing remarkable i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them as well today i’ll just offer like a short summary this is the individual column as you men 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 soon um dale you simply ask presuming one type can populate several columns on one board yes dell you are right every column that you create can be nearly every column you develop can be in a form view and individuals can fill it out and it comes in as an item on the board terrific so this is our column center what we use here is a priority one we named it priority but it’s essentially a ranking column um we have actually a. Common Software Project Management Mistakes
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file column and we have a tags column what i love about the tag column is if i click 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 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 particular project i’m working on i can just link them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i enjoy the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not sure if you people 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 show you guys remove deadline mode essentially what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Common Software Project Management Mistakes