How Project Management Software Works – Work Without Limits

This article is focused on answering How Project Management Software Works …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 demands think of it more like imaginative demands from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that also and lastly i’m going to show you control panels um so let’s start in a minute i just wish to pull up the um thing that i wished to reveal you men so i have it open and then we’re going to start remarkable fine let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na show um talk about the fundamentals truly rapidly but i make sure you people 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 review integrations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this between jobs or customers and it truly just depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief prior to working on an innovative demand is utilizing the kind so a type generally takes all your columns and makes it a link that other people can fill out 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 develop and i’ll alright let me show you how to develop a form however generally this type comes in here and after that the team lead of the imaginative style group or any other team can appoint a particular designer to deal with it so let me reveal you guys how to include a form and create if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you men check the view area because it’s just another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i stated it takes certain columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be offered the type they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the type without filling this info in so you can actually just produce any column with anything that you people need when a creative demand can be found in make it a kind share the form preview the program you people how a type looks like um the name of the demand you desire you want to add a certain quick with a specific i understand each business has a certain structure that

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they use um when do you require 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 kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll simply show you men let’s fill it in and you can see um webinar request test i can include a certain apply for example right now whatever remains in the planning ideas 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 remains in highest concern i wish to submit it and let me show you guys how it is available in on the board webinar request test so it’s always going to come into the very first group which is very important to know and after that it can be called ideas or demands coming in and after that i can simply go on take it and move it to a certain group that i believe it matters 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 board or another group depending upon how you detail 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 just write yes so i can get feedback while you people are listening yay yes yes awesome awesome amazing i’m glad you guys are listening and understand everything great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them too today i’ll simply provide like a brief introduction this is the person column as you people understand we have our 7 core columns here and then 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 product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one kind can populate several columns on one board yes dell you are appropriate every column that you develop can be nearly every column you create can be in a kind view and people 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 named it top priority but it’s generally a score column um we have actually a. How Project Management Software Works

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file column and we have a tags column what i enjoy 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 people 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 task i’m working on i can simply 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 love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not sure if you people know what this is but 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 reverse this so i could show you guys get rid of deadline mode essentially what i wish to do i wish to set as due date i want to take the status column but i could take any status column i have for example the. How Project Management Software Works