This article is focused on answering Project Management Methodologies In Software As A Service …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 show you three specific on boards which are use cases for banner and landing page requests think about it more like creative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that too and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wished to reveal you guys so i have it open and after that we’re going to start amazing all right let’s begin and landing page request i’m assuming
you men i’m just gon na show um speak about the fundamentals actually quickly however i’m sure you men understand 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 go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this between clients or projects and it really just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick prior to dealing with a creative request is using the form so a kind generally 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 trying to find the size of uh the banner that they want the designer to develop and i’ll fine let me show you how to develop a kind however essentially this form can be found in here and then the team lead of the creative style team or any other group can appoint a certain designer to work on it so let me show you people how to include a kind and create if anything is too fast or something is unclear 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 items just see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the form view and like i stated it takes certain columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can upload this file if you want to require it you can always do a checkbox and then they can’t send the kind without filling this details in so you can truly just produce any column with anything that you guys need when a creative demand comes in make it a kind share the form preview the program you guys how a type appears like um the name of the request you want you want to add a certain quick with a specific i know each business has a specific structure that
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they use um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click on the kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a certain declare example right now whatever is in the preparation concepts stage and i require the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest top priority i wish to submit it and let me reveal you guys how it can be found in on the board webinar request test so it’s constantly going to come into the very first group which is necessary to understand and after that it can be called demands or ideas coming in and after that i can simply go ahead take it and move it to a specific 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 on how you detail 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 comprehended the form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes incredible remarkable amazing i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them also but now i’ll simply offer like a quick overview this is the individual column as you guys understand we have our seven core columns here and after that 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 just ask presuming one form can populate numerous columns on one board yes dell you are right every column that you produce can be practically every column you create can be in a type view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a top priority one we called it priority however it’s basically a rating column um we have actually a. Project Management Methodologies In Software As A Service
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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 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 after that if i have a specific project i’m working on i can simply connect them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i enjoy the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m unsure if you men 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 due date mode is let me reverse this so i could reveal you people remove deadline mode generally what i want 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. Project Management Methodologies In Software As A Service