This article is focused on answering Software Development Project Management Excel Template …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 demands think about it more like imaginative demands from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that as well and finally i’m going to show you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin awesome all right let’s start and landing page demand i’m presuming
you guys i’m simply gon na reveal um speak about the fundamentals truly quickly but i’m sure you people understand 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 way i divided my board here is in between months but you can do this in between customers or jobs 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 method to get a short prior to working on an innovative request is using the form so a type basically takes all your columns and makes it a link that other individuals can complete which they can submit 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 all right let me reveal you how to develop a kind but essentially this type comes in here and after that the team lead of the innovative style team or any other group can designate a certain designer to deal with it so let me show you people how to add 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 attempt clarify so i can go here include view i advise you people examine the view section because it’s simply another method to reveal um all your products just 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 kind view and like i said it takes specific columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can submit this file if you wish to require it you can always do a checkbox and then they can’t submit the kind without filling this information in so you can truly simply create any column with anything that you men require when an imaginative request comes in make it a kind share the form preview the program you men how a type appears like um the name of the request you desire you wish to add a certain short with a particular i understand each company has a specific structure that
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they use um when do you need it by the concern and so on etc um you can take this link after put one second 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 simply make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a specific apply for example right now everything is in the planning ideas phase and i need the imaginative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest priority i want to send it and let me show you guys how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is very important to know and then it can be called demands or concepts can be found in and then i can simply go on take it and move it to a particular 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 group or another board depending upon 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 form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes remarkable awesome incredible i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them also and now i’ll just provide like a quick summary this is the person column as you guys understand we have our 7 core columns here and after that we have more fascinating 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 soon um dale you just ask presuming one type can populate numerous columns on one board yes dell you are right every column that you produce can be almost every column you create can be in a kind view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we named it top priority but it’s essentially a score column um we have actually a. Software Development Project Management Excel Template
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file column and we have a tags column what i like 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 after that if i have a specific task i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m uncertain if you guys understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i might show you guys eliminate deadline mode basically what i want 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. Software Development Project Management Excel Template