This article is focused on answering Software Project Management Case Tools …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 reveal you three particular on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a slip 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 guys that as well and finally i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to start remarkable okay let’s start and landing page demand i’m presuming
you guys i’m just gon na reveal um discuss the basics actually rapidly but i’m sure you people 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 go over integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between projects or clients and it truly just depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a brief prior to working on an imaginative demand is utilizing the form so a type generally takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll all right let me show you how to create a kind however essentially this form is available in here and then the team lead of the imaginative style group or any other team can assign a certain designer to deal with it so let me show you men how to include a type and develop if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you men inspect the view section due to the fact that it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i said it takes certain columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be provided the form they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the form without filling this information in so you can actually simply develop any column with anything that you guys need when an imaginative demand can be found in make it a type share the kind preview the show you guys how a kind looks like um the name of the demand you want you wish to include a specific quick with a certain i know each business has a specific structure that
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they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click on 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 just make appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can add a certain file for example today everything remains in the preparation ideas phase and i need the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest top priority i want to send it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to enter the very first group which is necessary to know and then it can be called requests or ideas can be found in and after that i can simply proceed take it and move it to a specific 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 on 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 comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes incredible amazing awesome i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them also and now i’ll simply offer like a short overview this is the person column as you guys understand we have our seven 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 product itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can populate several columns on one board yes dell you are correct every column that you create can be practically every column you create can be in a form view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a concern one we called it priority but it’s generally a rating column um we have actually a. Software Project Management Case Tools
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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 show 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 particular project i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m unsure if you people understand 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 reverse this so i could reveal you men remove deadline mode essentially what i wish to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Software Project Management Case Tools