This article is focused on answering Software Project Management Checklist …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 three particular on boards which are usage cases for banner and landing page demands consider it more like creative requests from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that also and finally i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to show you men so i have it open and then we’re going to begin amazing alright let’s begin and landing page demand i’m assuming
you people i’m simply gon na show um talk about the basics actually quickly but i make certain you men understand that this is a board every one of these are called a group and each row is called a product today we’re going to review combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this in between customers or tasks and it really simply depends on your workflow and the way we did it here to you can do it any way you want but a cool way to get a brief before dealing with an imaginative request is using the type so a type generally takes all your columns and makes it a link that other individuals can fill out which they can submit 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 reveal you how to develop a form however essentially this kind is available in here and then the group lead of the innovative style team or any other group can appoint a certain designer to work on it so let me reveal you men how to produce and add a form 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 include view i recommend you men check the view section because it’s just another way to show 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 type view and like i said it takes certain columns not the individual column of course but other columns that you can hide or make um viewable for the person that is going to be provided the kind they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t send the kind without filling this details in so you can truly just create any column with anything that you people require when an innovative demand can be found in make it a form share the kind preview the show you guys how a kind appears like um the name of the demand you want you wish to add a certain quick with a specific i understand each business has a certain structure that
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they utilize um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a particular declare example right now whatever is in the preparation concepts stage and i require the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest top priority i wish to send it and let me reveal you guys how it comes in on the board webinar request test so it’s always 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 after that i can just go ahead 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 board or another group depending on how you detail your workflow simply to make certain you guys 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 just compose yes so i can get feedback while you people are listening yay yes yes incredible awesome amazing i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too but now i’ll simply offer like a quick overview this is the person column as you guys understand we have our seven core columns here and then we have more fascinating 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 soon um dale you just ask presuming one form can populate numerous columns on one board yes dell you are right every column that you create can be nearly every column you develop can be in a kind view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a top priority one we named it priority however it’s basically a rating column um we have a. Software Project Management Checklist
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file column and we have a tags column what i love 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 guys 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 task i’m dealing with i can simply link them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m uncertain if you men understand what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i could reveal you people get rid of due date mode essentially what i wish to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Software Project Management Checklist