This article is focused on answering Software Project Management Dashboard Template …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 use cases for banner and landing page requests consider it more like imaginative demands from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to reveal 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 reveal you people that as well and last but not least i’m going to show you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to begin amazing all right let’s begin and landing page demand i’m assuming
you guys i’m just gon na reveal um speak about the essentials truly quickly however i’m sure you guys know that this is a board each one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between jobs or clients and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a short before dealing with an imaginative demand is utilizing the form so a kind basically 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 alright let me reveal you how to create a type however generally this kind comes in here and after that the team lead of the creative design group or any other group can designate a specific designer to deal with it so let me reveal you guys 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 add view i advise you people examine the view area because it’s simply another method to reveal 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 specific things on your board so close the form view and like i said it takes certain columns not the person column naturally however other columns that you can conceal or make um viewable for the person that is going to be given the kind they can submit this file if you want to require it you can always do a checkbox and after that they can’t send the form without filling this info in so you can truly just produce any column with anything that you people need when a creative demand can be found in make it a type share the kind preview the program you guys how a form appears like um the name of the demand you desire you want to add a certain brief with a particular i understand each company has a certain structure that
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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 look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can add a specific declare example right now whatever remains in the planning ideas phase and i require the innovative 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 priority i wish to send it and let me show you guys how it comes in on the board webinar request test so it’s always going to come into the very first group which is essential to understand and then it can be called requests or ideas coming in and then i can just go on 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 group or another board depending on how you detail your workflow just to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes amazing amazing awesome i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them also but now i’ll just provide like a short overview this is the person column as you people know we have our 7 core columns here and after that 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 item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one type can populate a number of 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 kind view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a priority one we named it concern but it’s generally a ranking column um we have actually a. Software Project Management Dashboard Template
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file column and we have a tags column what i enjoy 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 reveal you guys how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular project i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i love the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m not sure if you people know 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 might reveal you people eliminate deadline mode basically what i wish to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Software Project Management Dashboard Template