This article is focused on answering Planning Phase In Software Project Management …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page requests think of it more like innovative demands from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish 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 incorporate with facebook for facebook ads so i’ll reveal you people that also and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin awesome fine let’s begin and landing page request i’m assuming
you people i’m just gon na show um discuss the basics really rapidly however i make 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 go over integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this in between jobs or clients and it really just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief prior to working on an innovative request is utilizing the type so a form generally takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll alright let me reveal you how to develop a form however essentially this kind comes in here and after that the team lead of the creative style group or any other team can assign a specific designer to work on it so let me reveal you men how to add a form and produce if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys check the view section since 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 specific 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 individual that is going to be given the type they can publish this file if you want to require it you can always do a checkbox and after that they can’t submit the kind without filling this info in so you can really just produce any column with anything that you men need when an imaginative demand comes in make it a kind share the kind preview the show you guys how a form appears like um the name of the demand you desire you want to add a specific brief with a specific i know each business has a specific structure that
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they use um when do you require it by the priority and so on etc um you can take this link after put one second let me click on 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 just show you guys let’s fill it in and you can see um webinar demand test i can add a specific declare example today whatever remains in the preparation concepts phase and i require the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest priority i want to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is very important to understand and then it can be called demands or ideas can be found in and after that i can simply go ahead take it and move it to a particular group that i believe 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 upon how you outline your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes incredible incredible incredible i’m glad you people are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them as well and now i’ll simply offer like a quick introduction this is the individual column as you guys 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 presuming one type can populate numerous columns on one board yes dell you are correct every column that you develop can be practically every column you produce can be in a type view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we use here is a priority one we named it concern however it’s basically a score column um we have a. Planning Phase In Software Project Management
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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 search facebook it’s going to do a cross board search let me show you men 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 specific task i’m dealing with i can just link them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i like the tech college let me simply leave here [Music] all right 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 method i connected them together and did due date mode is let me reverse this so i might reveal you guys eliminate deadline mode generally what i want to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Planning Phase In Software Project Management