This article is focused on answering Software Project Management Bob Hughes …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 show you 3 particular on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign 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 show you men that also and lastly i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to reveal you men so i have it open and then we’re going to start remarkable okay let’s begin and landing page request i’m assuming
you people i’m simply gon na show um talk about the fundamentals really rapidly however i make certain you guys know 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 discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between jobs or customers and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short prior to dealing with an imaginative request is using the kind so a type essentially takes all your columns and makes it a link that other people can complete 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 produce and i’ll all right let me show you how to produce a form but generally this form can be found in here and then the group lead of the innovative design group or any other group can appoint a certain designer to work on it so let me show you guys how to include a type and create 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 add view i advise you men inspect the view area since it’s simply another way to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i said it takes particular columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can publish this file if you wish to need it you can always do a checkbox and then they can’t submit the type without filling this information in so you can truly just create any column with anything that you guys need when an innovative demand comes in make it a form share the type sneak peek the program you men how a form looks like um the name of the request you want you wish to add a certain brief with a certain i understand each business has a particular structure that
gantt charts project management tool monday.com alternatives
they utilize 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 kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make look i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a particular file for example right now everything is in the planning concepts phase and i require 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 highest top priority i wish to submit it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to enter the first group which is very important to understand and then it can be called ideas or requests coming in and after that i can just proceed take it and move it to a particular group that i believe 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 board or another group depending upon how you describe your workflow simply to make certain you men 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 simply write yes so i can get feedback while you people are listening yay yes yes incredible incredible remarkable i’m glad you guys are listening and comprehend whatever excellent 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 today i’ll simply provide like a short introduction this is the person column as you guys understand we have our seven core columns here and then we have more interesting 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 quickly um dale you just ask presuming one form can occupy numerous columns on one board yes dell you are proper every column that you create can be almost every column you produce can be in a type view and people can fill it out and it comes in as an item on the board great so this is our column center what we use here is a concern one we named it concern however it’s essentially a score column um we have a. Software Project Management Bob Hughes
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file column and we have a tags column what i like 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 browse facebook it’s going to do a cross board search let me reveal you people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a specific task i’m working on i can merely connect 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 love the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m uncertain if you people know 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 undo this so i could show you guys eliminate deadline mode generally what i wish to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Software Project Management Bob Hughes