This article is focused on answering Open Air Software Fixed Project Management Backlog Hours …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page requests think of 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 discuss marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that as well and finally i’m going to reveal you control panels um so let’s begin 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 begin awesome alright let’s begin and landing page demand i’m presuming
you men i’m simply gon na show um speak about the fundamentals really rapidly however i make sure you people know that this is a board each 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 between months but you can do this in between jobs or customers and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief prior to working on an innovative demand is using the type so a kind essentially takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to produce and i’ll alright let me reveal you how to develop a type but basically this kind comes in here and after that the team lead of the imaginative design group or any other team can designate a specific designer to work on it so let me show you men how to include a type and develop if anything is too quick 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 advise you men check the view section because it’s simply another way 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 form view and like i said it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the person that is going to be offered the form they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can truly simply develop any column with anything that you people require when a creative request can be found in make it a type share the kind sneak peek the program you people how a form looks like um the name of the request you want you wish to include a certain quick with a particular i know each company has a particular structure that
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they use um when do you need 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 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 appearance i’ll simply show you people let’s fill it in and you can see um webinar request test i can include a certain declare example today everything remains in the planning ideas phase and i require the innovative department to assist 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 wish to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s always going to enter the first group which is very important to know and then it can be called concepts or requests being available in and after that i can just go ahead take it and move it to a particular 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 outline your workflow just to make sure you people 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 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 understand everything excellent um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them too today i’ll just provide like a short introduction this is the individual column as you guys know 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 also on the item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy numerous columns on one board yes dell you are proper every column that you create can be nearly every column you create can be in a type view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we use here is a priority one we called it priority but it’s basically a rating column um we have a. Open Air Software Fixed Project Management Backlog Hours
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file column and we have a tags column what i love about the tag column is if i click on 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 then if i have a specific task i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i enjoy the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m uncertain if you guys 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 due date mode is let me undo this so i might reveal you guys eliminate due date mode basically what i wish to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Open Air Software Fixed Project Management Backlog Hours