This article is focused on answering Software Project Management Kathy Schwalbe Ppt …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin awesome fine let’s start and landing page request i’m presuming
you men i’m just gon na show um discuss the fundamentals actually rapidly but i’m sure you people know that this is a board each one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this between customers or projects and it actually just 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 quick prior to dealing with an imaginative request is using the kind so a type essentially takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to create a form however generally this form can be found in here and after that the group lead of the imaginative design group or any other team can designate a particular designer to work on it so let me reveal you guys how to produce and include a type if anything is too quick 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 inspect the view area since it’s just another way to show um all your items simply 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 kind view and like i said it takes certain columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be provided the form they can upload this file if you want to require it you can always do a checkbox and after that they can’t submit the form without filling this information in so you can truly simply develop any column with anything that you men require when an innovative demand can be found in make it a kind share the kind sneak peek the show you people how a kind appears like um the name of the request you desire you want to add a certain quick with a specific i understand each business has a certain structure that
gantt charts project management tool monday.com alternatives
they use um when do you need it by the 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 simply reveal you men let’s fill it in and you can see um webinar request test i can add a specific declare example right now whatever is in the planning concepts stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest top priority i want to send it and let me reveal you men how it can be found in on the board webinar request test so it’s constantly going to enter the very first group which is important to understand and after that it can be called ideas or demands being available in and then i can simply proceed 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 may 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 ensure 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 just write yes so i can get feedback while you people are listening yay yes yes remarkable incredible remarkable i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them too now i’ll simply provide like a short overview this is the person column as you men understand we have our 7 core columns here and after that 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 item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy numerous columns on one board yes dell you are proper every column that you create can be practically every column you create can be in a form view and people can fill it out and it can be found 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 concern but it’s basically a ranking column um we have a. Software Project Management Kathy Schwalbe Ppt
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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 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 certain job i’m dealing with i can simply link them with tags and then i can cross board search it to what it matters for so i discover 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 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 people eliminate due date mode basically what i wish to do i wish to set as deadline i want to take the status column but i could take any status column i have for example the. Software Project Management Kathy Schwalbe Ppt