This article is focused on answering Lessons Learned In Software Project Management …I’m a customer success manager here at monday.com and we’re gon na have an innovative 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 about it more like imaginative requests from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you men that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to begin incredible all right let’s begin and landing page demand i’m assuming
you guys i’m just gon na show um discuss the basics truly quickly however i’m sure you people know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between tasks or clients and it truly simply depends upon 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 quick prior to working on a creative request is using the form so a form basically takes all your columns and makes it a link that other individuals can submit which they can upload 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 fine let me show you how to develop a kind however basically this kind can be found in here and then the team lead of the creative style team or any other group can assign a certain designer to deal with it so let me reveal you guys how to add a kind and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys examine the view section because it’s simply another method to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i stated it takes certain columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be given the type they can publish this file if you wish to require it you can always do a checkbox and then they can’t submit the type without filling this info in so you can actually just create any column with anything that you people require when an innovative request can be found in make it a type share the form preview the program you men how a form appears like um the name of the request you desire you want to include a particular brief with a specific i understand each company has a certain structure that
gantt charts project management tool monday.com alternatives
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 2nd let me click on the type 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 just reveal you guys let’s fill it in and you can see um webinar demand test i can add a specific apply for example right now whatever is in the preparation ideas stage and i require the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest top priority i want to submit it and let me show you people how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is essential to understand and then it can be called requests or concepts coming in and after that i can simply proceed 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 detail your workflow simply to make sure you guys 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 simply write yes so i can get feedback while you guys are listening yay yes yes awesome incredible incredible i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them as well and now i’ll simply 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 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 also as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are correct every column that you develop can be practically every column you develop can be in a form view and individuals can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a top priority one we named it top priority however it’s generally a score column um we have actually a. Lessons Learned In Software Project Management
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file column and we have a tags column what i like 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 people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a particular task i’m working on i can merely connect them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i like the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you guys 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 could reveal you guys eliminate due date mode generally what i want to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Lessons Learned In Software Project Management