This article is focused on answering Software Project Management Models …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 reveal you 3 particular on boards which are usage cases for banner and landing page requests think about it more like creative demands from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over 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 wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i just want to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin awesome alright let’s start and landing page request i’m assuming
you guys i’m simply gon na show um speak about the essentials really quickly however i make sure you guys know that this is a board every one of these are called each row and a group is called a product today we’re going to discuss integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this in between clients or projects and it really just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief before working on a creative demand is using the form so a type essentially takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll fine let me reveal you how to develop a kind however generally this form comes in here and after that the group lead of the creative design team or any other team can designate a specific designer to deal with it so let me reveal you men how to produce and add a type if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you men examine the view area because it’s just 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 type view and like i stated it takes certain columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can submit 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 info in so you can actually just produce any column with anything that you people need when an innovative request can be found in make it a form share the type preview the show you guys how a kind looks like um the name of the demand you want you want to add a particular quick with a certain i know each company has a particular structure that
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they use um when do you require it by the priority and so on etc um you can take this link after put one second let me click on 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 simply make look i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a specific file for example right now whatever remains in the preparation concepts stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest concern i wish to submit it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is necessary to understand and then it can be called demands or ideas being available in and after that i can just go on take it and move it to a particular group that i think it matters for in this case it needs 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 describe your workflow just to make sure 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 men are listening yay yes yes awesome amazing incredible i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them also today i’ll just offer like a brief introduction this is the person column as you men know we have our seven 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one form can populate numerous columns on one board yes dell you are appropriate every column that you create can be almost every column you develop can be in a type view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we use here is a priority one we called it concern however it’s basically a ranking column um we have actually a. Software Project Management Models
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file column and we have a tags column what i enjoy about the tag column is if i click 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 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 task i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not sure if you people understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i could reveal you guys eliminate due date mode generally what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Software Project Management Models