This article is focused on answering Project Organisation In Software Project Management …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 3 particular on boards which are use cases for banner and landing page demands consider it more like creative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i want to show you a slip a preview 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 finally i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start awesome all right let’s begin and landing page request i’m presuming
you people i’m simply gon na show um discuss the basics actually rapidly however i’m sure you men know that this is a board each 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 method i divided my board here is in between months but you can do this between projects or customers and it actually just depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a quick prior to dealing with an imaginative demand is using the form so a form generally takes all your columns and makes it a link that other people can fill out 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 develop and i’ll okay let me show you how to create a kind but essentially this kind comes in here and after that the group lead of the imaginative design team or any other team can assign a particular designer to deal with it so let me show you people how to include a type and produce if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you men check the view area because it’s just 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 method to see um certain things on your board so close the kind view and like i stated it takes certain columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be given the type they can submit this file if you wish to need it you can always do a checkbox and then they can’t submit the type without filling this details in so you can really just produce any column with anything that you guys require when a creative demand can be found in make it a kind share the type preview the show you guys how a form looks like um the name of the demand you desire you want to include a specific short with a certain i understand each business has a certain structure that
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they use um when do you need it by the priority and so on etc 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 simply make look i’ll just show you men let’s fill it in and you can see um webinar request test i can include a specific file for example today whatever is in the planning concepts phase and i need the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest concern i want to send it and let me show you men how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is important to know and then it can be called ideas or requests can be found in and then i can just go ahead take it and move it to a certain group that i believe it’s relevant 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 make certain 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 simply compose yes so i can get feedback while you men are listening yay yes yes incredible awesome amazing i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them too today i’ll just provide like a quick overview this is the person column as you men 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 likewise on the item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can populate a number of columns on one board yes dell you are correct every column that you produce can be almost every column you create can be in a form view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a concern one we called it top priority however it’s basically a ranking column um we have actually a. Project Organisation 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 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 task i’m working on i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m unsure if you men understand what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i might reveal you guys eliminate due date mode generally what i want to do i wish to set as due date i wish to take the status column but i could take any status column i have for example the. Project Organisation In Software Project Management