This article is focused on answering Software Project Management Course Material …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 3 specific on boards which are use cases for banner and landing page demands think of it more like creative demands from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that as well and finally i’m going to show you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you people so i have it open and then we’re going to begin incredible all right let’s start and landing page demand i’m presuming
you men i’m simply gon na show um speak about the fundamentals truly rapidly however i make certain you people understand 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 enjoyable things so the method i divided my board here is between months but you can do this in between tasks or customers and it actually simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief prior to working on an imaginative demand is utilizing the kind so a kind generally takes all your columns and makes it a link that other people 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 produce and i’ll all right 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 imaginative style group or any other group can appoint a certain designer to deal with it so let me reveal you people how to add a kind and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people check the view section due to the fact that it’s just another method to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the form view and like i said it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be given the kind they can upload this file if you want to need it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can actually simply produce any column with anything that you guys require when a creative request is available in make it a form share the form preview the show you guys how a kind appears like um the name of the demand you desire you wish to add a certain quick with a particular i understand each company has a certain structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one second 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 just make appearance i’ll just show you guys let’s fill it in and you can see um webinar demand test i can add a particular apply for example right now whatever is in the planning ideas stage and i need the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in highest top priority i want to submit it and let me show you men how it is available in on the board webinar request test so it’s always going to come into the very first group which is important to understand and after that it can be called requests or concepts can be found in and after that i can just go on 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 group or another board depending on how you outline your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes remarkable amazing awesome i’m glad you men are listening and comprehend whatever terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them as well but now i’ll simply offer like a short summary this is the person column as you guys know 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 also on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are right every column that you develop can be almost every column you produce can be in a type view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a concern one we named it top priority but it’s basically a score column um we have actually a. Software Project Management Course Material
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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 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 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 particular project i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m uncertain if you guys 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 reverse this so i might show you men eliminate due date mode generally what i want to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Software Project Management Course Material