This article is focused on answering Software Project Management Download …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 show you three specific on boards which are use cases for banner and landing page demands consider it more like creative requests from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to show you people so i have it open and then we’re going to start awesome okay let’s begin and landing page demand i’m presuming
you guys i’m just gon na reveal um talk about the basics actually quickly but i’m sure you men understand that this is a board each one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this between tasks or clients and it really simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick prior to working on a creative request is using the form so a type basically takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll okay let me show you how to create a form however generally this form is available in here and after that the group lead of the imaginative style team or any other team can appoint a specific designer to deal with it so let me reveal you guys 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 add view i advise you men inspect the view area due to the fact that it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the type view and like i said it takes specific columns not the individual column naturally however other columns that you can conceal or make um viewable for the person that is going to be provided the type they can upload this file if you want to need it you can always do a checkbox and then they can’t submit the kind without filling this details in so you can really simply create any column with anything that you people require when an innovative request comes in make it a form share the kind sneak peek the program you people how a type looks like um the name of the demand you want you want to add a specific short with a specific i know each company has a particular structure that
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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 appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a particular declare example today everything remains in the planning ideas phase and i need the creative 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 submit it and let me show you men how it can be found in on the board webinar demand test so it’s always going to enter the first group which is important to understand and after that it can be called requests or ideas coming in and after that i can simply proceed take it and move it to a particular group that i believe it matters 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 upon how you detail your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes awesome awesome incredible i’m glad you guys are listening and understand everything 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 provide like a brief overview this is the person column as you people know we have our 7 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can populate a number of columns on one board yes dell you are correct every column that you develop can be almost every column you develop can be in a form view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we utilize here is a concern one we named it top priority however it’s essentially a rating column um we have actually a. Software Project Management Download
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file column and we have a tags column what i love 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 search facebook it’s going to do a cross board search let me reveal you men how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific job i’m working on 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 love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m uncertain if you people 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 undo this so i might show you people eliminate due date mode basically what i wish to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Software Project Management Download