This article is focused on answering Software Development Project Management Small Teams …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page requests think of it more like imaginative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that too and finally i’m going to reveal you dashboards um so let’s start in a minute i just want 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 start awesome alright let’s begin and landing page request i’m assuming
you people i’m simply gon na show um talk about the essentials actually rapidly but i make sure you men know 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 enjoyable stuff so the method i divided my board here is between months but you can do this between customers or tasks and it actually simply 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 a creative demand is using the type so a form basically takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll okay let me show you how to produce a form however basically this type can be found in here and then the group lead of the imaginative design group or any other team can appoint a certain designer to deal with it so let me show you guys how to create and add a form if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys check the view area due to the fact that it’s just 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 certain things on your board so close the form view and like i stated it takes certain columns not the individual column of course however other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can publish this file if you wish to need it you can always do a checkbox and then they can’t send the type without filling this info in so you can really simply create any column with anything that you guys need when a creative demand can be found in make it a type share the kind preview the show you men how a form looks like um the name of the demand you want you want to include a specific brief with a specific i understand each company has a certain structure that
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they use 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 website copy it send it to whoever let’s just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a certain file for example today everything is in the preparation concepts phase and i require the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in highest top priority i want to send it and let me show you guys how it can be found in on the board webinar request test so it’s always going to come into the very first group which is very important to understand and after that it can be called concepts or demands being available in and then i can simply proceed take it and move it to a certain group that i believe it matters for in this case it needs 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 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 just compose yes so i can get feedback while you guys are listening yay yes yes incredible amazing awesome i’m glad you people are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them too today i’ll just offer like a brief summary this is the person column as you guys 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are right every column that you produce can be practically every column you create can be in a form view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we utilize here is a top priority one we called it priority but it’s basically a ranking column um we have actually a. Software Development Project Management Small Teams
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Software Development Project Management Small Teams