This article is focused on answering Modern 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 specific on boards which are usage cases for banner and landing page requests consider it more like innovative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project 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 preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you people that also and finally i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to reveal you people so i have it open and then we’re going to start remarkable alright let’s begin and landing page request i’m assuming
you men i’m simply gon na show um talk about the basics really rapidly however i make certain you guys 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 integrations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this in between customers or jobs and it actually just depends upon your workflow and the way we did it here to you can do it any way you want however a cool way to get a short before dealing with an imaginative demand is using the kind so a kind essentially takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll okay let me reveal you how to create a type however essentially this form can be found in here and then the group lead of the creative design group or any other group can designate a certain designer to deal with it so let me show you men how to add a kind and produce if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people examine the view area because it’s just another way to show um all your products just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i said it takes specific columns not the person column naturally but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can publish this file if you want to require it you can always do a checkbox and then they can’t submit the type without filling this details in so you can actually just develop any column with anything that you men require when an innovative request comes in make it a type share the kind preview the program you people how a form looks like um the name of the demand you desire you want to add a specific quick with a specific i understand each company has a particular structure that
gantt charts project management tool monday.com alternatives
they utilize 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 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 reveal you men let’s fill it in and you can see um webinar request test i can add a certain file for example today whatever is in the planning ideas stage and i need 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 greatest concern i wish to send it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is very important to know and after that it can be called concepts or demands coming in and then i can just go ahead take it and move it to a particular group that i think it’s relevant for in this case it requires 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 describe your workflow simply to ensure you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes incredible remarkable awesome i’m glad you men are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them as well and now i’ll simply offer like a short summary this is the person column as you people understand we have our seven core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one kind can populate several columns on one board yes dell you are correct every column that you produce can be practically every column you produce can be in a type view and individuals can fill it out and it is available 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 top priority but it’s essentially a score column um we have a. Modern 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 reveal 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 specific project i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i find that very 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 people know what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might show you guys eliminate due date mode generally what i want to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Modern Software Project Management