This article is focused on answering Purpose Of A Project Management Software …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 demands think about it more like creative demands from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in e-mail 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 integrate with facebook for facebook ads so i’ll reveal you guys that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to start incredible fine let’s begin and landing page demand i’m assuming
you people i’m just gon na show um talk about the fundamentals actually quickly but i make certain you guys 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 fun things so the method i divided my board here is between months however you can do this in between projects or customers and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief before dealing with an imaginative demand is utilizing the form so a type generally takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll okay let me show you how to develop a type however basically this type can be found in here and then the group lead of the imaginative design team or any other group can assign a specific designer to deal with it so let me show you men how to develop and include a type if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you guys inspect the view section due to the fact that it’s simply another method to reveal um all your items just 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 type view and like i said it takes certain columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the form they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t send the type without filling this info in so you can truly simply produce any column with anything that you guys need when a creative request can be found in make it a form share the kind sneak peek the show you men how a form appears like um the name of the demand you desire you wish to add a specific short with a particular i understand each business has a specific structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click 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 just make appearance i’ll just show you men let’s fill it in and you can see um webinar request test i can include a certain apply for example right now whatever remains in the planning ideas phase and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest priority i want to submit it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to enter into the first group which is essential to understand and then it can be called requests or ideas coming in and then i can just go ahead take it and move it to a particular group that i think it’s relevant for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another group or another board depending upon how you describe your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes awesome amazing amazing i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them as well today i’ll just offer like a short summary this is the individual column as you people 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 likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy several columns on one board yes dell you are proper every column that you produce can be almost every column you produce can be in a form view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a priority one we named it top priority but it’s generally a ranking column um we have actually a. Purpose Of A Project Management Software
monday.com, job management, tool, software application, rates, asana, apps, trello, kanban, microsoft, automations, service, crm, user, project management software, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.
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 search 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 specifically i can see that it’s another board and after that if i have a specific project 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 find that super cool and i love i love the tech college let me just get out of here [Music] okay 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 method i linked them together and did deadline mode is let me reverse this so i might reveal you guys get rid of deadline mode basically what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Purpose Of A Project Management Software