Smartsheet For Software Project Management – Work Without Limits

This article is focused on answering Smartsheet For 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 show you three particular on boards which are use cases for banner and landing page demands think of it more like imaginative demands from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show 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 people that too and finally i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to start incredible okay let’s start and landing page request i’m assuming

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you guys i’m simply gon na reveal um talk about the basics actually rapidly but i’m sure you guys understand that this is a board every one of these are called a group and each row is called an item today we’re going to review combinations 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 clients or tasks and it actually just depends upon 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 quick prior to working on an imaginative request is using the kind so a form essentially 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 show you how to develop a type however generally this type comes in here and after that the team lead of the creative style group or any other group can assign a particular designer to work on it so let me reveal you men how to create and add a type 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 add view i suggest you men inspect the view area because it’s simply another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the type 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 given the kind they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can actually just develop any column with anything that you guys require when an imaginative request is available in make it a form share the kind preview the show you men how a kind looks like um the name of the request you want you wish to include a specific quick with a particular i understand each company has a specific structure that

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they utilize um when do you require it by the priority and so on etc 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 website copy it send it to whoever let’s just make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a particular file for example right now everything remains in the preparation concepts stage and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest concern i want to send it and let me reveal you guys how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is important to know and after that it can be called requests or concepts being available in and then i can simply go ahead take it and move it to a certain group that i think it’s relevant for in this case it needs 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 just to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes amazing incredible awesome i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them too now i’ll simply offer like a brief summary this is the person column as you guys understand 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be nearly every column you create can be in a type view and people can fill it out and it is available 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 concern but it’s generally a rating column um we have a. Smartsheet For Software Project Management

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file column and we have a tags column what i like 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 show you people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain task i’m working on i can just link them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m unsure if you men understand 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 undo this so i could reveal you men get rid of deadline mode essentially what i want to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Smartsheet For Software Project Management