This article is focused on answering Rfi In Software Project Management …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests consider it more like creative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to show 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 show you guys that also and lastly i’m going to show you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you people 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 guys i’m simply gon na reveal um speak about the basics actually quickly but i make 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 go over combinations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this between tasks or customers and it truly just depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a short before working on a creative request is using the form so a type essentially 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 looking for the size of uh the banner that they desire the designer to create and i’ll okay let me reveal you how to produce a type however essentially this form comes in here and then the team lead of the creative design team or any other team can designate a specific designer to deal with it so let me reveal you guys how to add a type and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people check the view section due to the fact that it’s just another method 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 particular things on your board so close the type view and like i stated it takes particular 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 given the form they can publish this file if you want to need it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can really simply develop any column with anything that you men need when an innovative demand is available in make it a type share the type preview the program you men how a form appears like um the name of the request you desire you wish to include a certain short with a specific i know each business has a certain structure that
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they utilize um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd let me click the type 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 look i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a particular declare example right now everything is in the preparation ideas phase and i require 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 greatest top priority i wish to send it and let me show you men how it comes in on the board webinar request test so it’s always going to come into the very first group which is important to know and after that it can be called ideas or requests coming in and then i can simply go ahead 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 upon how you detail your workflow simply to make sure you guys 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 just compose yes so i can get feedback while you men are listening yay yes yes incredible remarkable remarkable i’m glad you people are listening and comprehend whatever 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 too today i’ll simply provide like a quick summary this is the individual column as you guys know we have our 7 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one type can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be nearly every column you develop can be in a kind view and people can fill it out and it is available in as an item on the board great so this is our column center what we use here is a top priority one we named it top priority but it’s basically a score column um we have a. Rfi 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 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 specifically i can see that it’s another board and after that if i have a certain task i’m dealing with i can merely connect them with tags and after that 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 simply get out of here [Music] okay um [Music] and yeah and i’m uncertain if you people 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 men get rid of deadline mode basically what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Rfi In Software Project Management