This article is focused on answering Modern Project Profiles In Software Project Management …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 reveal you three particular on boards which are use cases for banner and landing page requests consider it more like creative requests from designers content 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 want to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak 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 people that too and finally i’m going to show you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wanted to show you people so i have it open and then we’re going to start amazing fine let’s begin and landing page demand i’m assuming
you people i’m simply gon na show um discuss the basics really rapidly but i’m sure you guys 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 fun things so the way i divided my board here is in between months but you can do this between customers or projects and it really simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief prior to working on an innovative demand is utilizing the kind so a type essentially 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 looking for the size of uh the banner that they want the designer to create and i’ll alright let me show you how to create a kind however generally this type comes in here and then the team lead of the creative style team or any other group can assign a particular designer to deal with it so let me reveal you men how to add a form and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you men inspect the view area because it’s just another way 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 certain things on your board so close the form view and like i stated it takes specific columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be offered the type they can publish this file if you wish to require it you can always do a checkbox and after that they can’t submit the form without filling this info in so you can actually simply develop any column with anything that you guys need when an innovative demand can be found in make it a type share the type sneak peek the program you guys how a form appears like um the name of the request you desire you wish to include a certain short with a particular i know each business has a specific 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 just make look i’ll just show you men let’s fill it in and you can see um webinar demand test i can add a specific declare example right now whatever remains in the preparation ideas stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest concern i want to submit it and let me show you people how it is available in on the board webinar demand test so it’s always going to enter into the first group which is very important to know and after that it can be called ideas or requests can be found in and after that i can just go ahead take it and move it to a certain group that i think it matters for in this case it needs 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 just to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes amazing awesome incredible i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them as well but now i’ll just provide like a quick overview this is the person 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 item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a form view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a concern one we named it top priority but it’s generally a rating column um we have actually a. Modern Project Profiles 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 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 men 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 certain project i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i love the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you people understand what this is however this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might show you men get rid of due date mode basically what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Modern Project Profiles In Software Project Management