This article is focused on answering Software Inc Project Management Action Points …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that also and finally i’m going to show you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to start amazing alright let’s start and landing page demand i’m assuming
you men i’m simply gon na reveal um speak about the basics really rapidly however i make certain you people know that this is a board each one of these are called each row and a group is called a product today we’re going to review combinations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this between projects or customers and it actually just depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a short prior to dealing with an imaginative demand is using the form so a type basically takes all your columns and makes it a link that other individuals can submit which they can upload 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 create and i’ll okay let me reveal you how to develop a form but essentially this kind comes in here and after that the group lead of the creative design group or any other group can appoint a certain designer to deal with it so let me reveal you men how to include a type and develop if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you people check the view area since it’s simply another way 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 certain things on your board so close the form view and like i said it takes certain columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be given the type they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the form without filling this info in so you can actually just produce any column with anything that you people require when an imaginative demand comes in make it a type share the type preview the show you men how a form appears like um the name of the demand you want you wish to add a particular quick with a specific i know each business has a specific structure that
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they utilize um when do you require it by the concern and so on etc um you can take this link after put one 2nd let me click on 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 just show you people let’s fill it in and you can see um webinar demand test i can include a specific declare example right now whatever is in the preparation ideas phase and i require the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest priority i want to send it and let me show you guys how it comes in on the board webinar request test so it’s constantly going to enter into the very first group which is important to know and after that it can be called concepts or requests being available in and then i can just proceed take it and move it to a certain group that i think it’s relevant for in this case it requires 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 on how you outline your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes awesome amazing incredible i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them as well and now i’ll simply give like a quick overview this is the person column as you guys understand we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can populate numerous columns on one board yes dell you are correct every column that you produce can be practically every column you produce can be in a type view and people can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a priority one we called it top priority however it’s basically a rating column um we have actually a. Software Inc Project Management Action Points
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file column and we have a tags column what i love about the tag column is if i click this today 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 reveal 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 certain job i’m dealing with i can simply 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] alright um [Music] and yeah and i’m not sure if you men know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i could reveal you men eliminate due date mode generally what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Software Inc Project Management Action Points