This article is focused on answering Resources In Software Project Management …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 3 particular on boards which are use cases for banner and landing page requests think about it more like creative demands from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that also and lastly i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wished to reveal you men so i have it open and then we’re going to begin amazing okay let’s begin and landing page request i’m assuming
you guys i’m simply gon na show um discuss the essentials truly quickly but i make sure you guys understand that this is a board each one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this between tasks 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 desire but a cool way to get a short before dealing with an imaginative request is utilizing the form so a kind basically 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 looking for the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to produce a kind but generally this form is available in here and then the group lead of the creative design team or any other team can appoint a particular designer to deal with it so let me reveal you men how to produce and add a kind if anything is too fast 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 suggest you guys examine the view area since it’s just another method to reveal um all your items simply 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 certain columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be offered the kind they can upload this file if you want to need it you can always do a checkbox and after that they can’t send the form without filling this information in so you can actually just develop any column with anything that you men require when a creative demand can be found in make it a form share the form sneak peek the show you people how a type looks like um the name of the request you desire you want to include a specific quick with a certain i understand each business has a particular structure that
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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click the form 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 just reveal you guys let’s fill it in and you can see um webinar request test i can include a particular file for example today everything remains in the preparation concepts phase and i need the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest top priority i want to submit it and let me reveal you guys how it can be found in on the board webinar request test so it’s always going to enter the first group which is very important to understand and then it can be called requests or ideas coming in and then i can simply go on take it and move it to a specific group that i think 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 outline your workflow simply to make sure you people 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 remarkable incredible remarkable i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them as well and now i’ll just offer like a brief 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 product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one kind can occupy a number of columns on one board yes dell you are correct every column that you develop 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 a product on the board great so this is our column center what we use here is a priority one we called it priority however it’s generally a score column um we have a. Resources 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 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 specific project i’m working on i can simply link them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not sure if you guys know what this is however 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 reverse this so i could reveal you guys eliminate deadline mode basically what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Resources In Software Project Management