This article is focused on answering Software Project Management Lecture Notes Walker Royce …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers content 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 go over marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that as well and lastly i’m going to reveal 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 okay let’s begin and landing page demand i’m presuming
you people i’m just gon na show um talk about the essentials really rapidly however i make sure 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 discuss integrations 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 tasks or clients and it really just depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a quick before working on an imaginative request is utilizing the form 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 looking for the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to create a form but generally this form comes in here and then the team lead of the creative design team or any other team can assign a particular designer to work on it so let me reveal you people how to develop and include a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys inspect the view area since it’s simply another method to show um all your items 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 kind view and like i stated it takes particular columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can really just develop any column with anything that you people need when an imaginative request is available in make it a type share the form sneak peek the program you people how a form looks like um the name of the demand you want you wish to add a particular quick with a certain i know each company has a particular structure that
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they utilize um when do you need it by the top priority 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 website copy it send it to whoever let’s simply make appearance i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a particular apply for example right now whatever is in the planning ideas stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest concern i wish to send it and let me reveal you people how it is available in on the board webinar request test so it’s always going to enter into the first group which is necessary to understand and then it can be called ideas or requests can be found in and after that 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 outline 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 understood the type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes amazing incredible awesome i’m glad you guys are listening and comprehend everything excellent 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 simply provide like a short summary this is the person column as you guys understand we have our seven core columns here and then 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 item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a type view and individuals can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a concern one we called it priority but it’s basically a rating column um we have a. Software Project Management Lecture Notes Walker Royce
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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 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 particularly i can see that it’s another board and then if i have a specific task i’m working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i like the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys know what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could reveal you guys remove due date mode essentially what i want to do i wish 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 Lecture Notes Walker Royce