This article is focused on answering Project Management Route From Software Engineer …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 show you three specific on boards which are usage cases for banner and landing page requests think of it more like innovative requests from designers material 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 project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you men that too and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to start awesome fine let’s start and landing page demand i’m assuming
you people i’m just gon na show um talk about the fundamentals actually rapidly however i’m sure you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this in between jobs or clients and it actually simply depends on 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 a creative request is utilizing the type so a type generally takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll fine let me reveal you how to create a form however essentially this form can be found in here and then the group lead of the creative design team or any other group can appoint a certain designer to deal with it so let me show you people how to produce and include a kind if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you men check the view section due to the fact that it’s just another way to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type view and like i said it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be provided the type they can submit this file if you want to require it you can constantly do a checkbox and then they can’t send the form without filling this details in so you can really just produce any column with anything that you guys require when a creative demand comes in make it a kind share the kind preview the show you people how a kind looks like um the name of the request you desire you want to include a certain short with a specific i know each company has a certain structure that
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they utilize um when do you require 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 type 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 simply reveal you people let’s fill it in and you can see um webinar demand test i can include a particular declare example right now everything remains in the preparation ideas phase and i need 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 concern i wish to send it and let me show you guys how it can be found in on the board webinar request test so it’s always going to enter the very first group which is very important to know and then it can be called concepts or requests being available in and then i can simply go on take it and move it to a certain group that i think 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 board or another group depending on how you detail your workflow just to ensure you men 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 simply compose yes so i can get feedback while you guys are listening yay yes yes incredible remarkable awesome i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them as well today 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 then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can populate several columns on one board yes dell you are appropriate every column that you create can be nearly 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 priority one we called it priority but it’s basically a ranking column um we have actually a. Project Management Route From Software Engineer
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file column and we have a tags column what i love 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 browse 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 particularly i can see that it’s another board and after that if i have a particular task 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 very cool and i love i like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m unsure if you people know 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 people remove deadline mode generally what i wish to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Project Management Route From Software Engineer