This article is focused on answering Software Project Management Best Practices Pdf …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three specific 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 planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project 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 reveal you a slip a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that as well and finally i’m going to show you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start awesome all right let’s start and landing page demand i’m presuming
you men i’m just gon na reveal um speak about the essentials actually quickly however i’m sure you guys 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 discuss integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this between projects or clients and it really 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 brief prior to dealing with an innovative request is utilizing the type so a form essentially takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll okay let me show you how to create a kind however essentially this form is available in here and after that the group lead of the innovative design team or any other group can assign a specific designer to work on it so let me reveal you people how to add a form and create if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you people check the view area due to the fact that it’s just another way 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 certain things on your board so close the type view and like i said it takes specific 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 upload this file if you want to need it you can always do a checkbox and then they can’t submit the kind without filling this info in so you can truly simply produce any column with anything that you people require when an innovative request can be found in make it a kind share the type sneak peek the show you guys how a type looks like um the name of the request you want you want to include a specific quick with a particular i understand each business has a specific structure that
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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click the kind 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 look i’ll just reveal you men let’s fill it in and you can see um webinar request test i can include a particular declare example today whatever remains in the planning ideas stage and i need the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest concern i wish 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 enter the first group which is very important to know and after that it can be called requests or concepts being available in and after that i can just go on take it and move it to a specific group that i believe it matters 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 board or another group depending upon how you describe 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 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 awesome amazing i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them also today i’ll simply provide like a brief overview 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 likewise as a view we’ll get to that um quickly um dale you just ask assuming one type can populate several columns on one board yes dell you are appropriate every column that you produce can be nearly every column you develop 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 utilize here is a priority one we named it concern however it’s generally a ranking column um we have actually a. Software Project Management Best Practices Pdf
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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 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 specific job i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m unsure if you guys know what this is but 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 people remove due date mode generally what i want to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Software Project Management Best Practices Pdf