This article is focused on answering Software Project Management O Reilly …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 3 particular on boards which are use cases for banner and landing page requests think about it more like creative demands from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that too and finally i’m going to show you dashboards um so let’s start in a minute i just want 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 awesome alright let’s start and landing page request i’m presuming
you men i’m simply gon na show um discuss the basics really rapidly however i’m sure you men understand 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 stuff so the method i divided my board here is between months but you can do this in between projects or customers and it truly just depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with a creative demand is using the form so a form generally takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to create a form however essentially this kind is available in here and then the team lead of the innovative design group or any other group can assign a certain designer to deal with it so let me reveal you men how to create 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 attempt clarify so i can go here include view i suggest you men inspect the view area due to the fact that it’s simply another way 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 however other columns that you can hide or make um viewable for the individual that is going to be given the form they can submit this file if you wish to need it you can always do a checkbox and after that they can’t send the kind without filling this details in so you can truly just produce any column with anything that you men need when an imaginative request can be found in make it a form share the type sneak peek the program you guys how a form looks like um the name of the request you desire you want to add a certain short with a certain i know each company has a specific structure that
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they use um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click on the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance 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 everything is in the planning ideas stage and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest priority i wish 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 into the very first group which is necessary to know and after that it can be called concepts or requests coming in and after that i can just go on take it and move it to a specific group that i think it matters for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another board or another group depending upon how you outline your workflow simply 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 form and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes remarkable incredible incredible i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them too now i’ll simply give like a quick introduction this is the individual column as you people understand we have our seven core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask presuming one kind can populate a number of columns on one board yes dell you are proper every column that you produce can be nearly every column you produce can be in a form view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a priority one we named it concern however it’s basically a ranking column um we have actually a. Software Project Management O Reilly
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file column and we have a tags column what i love 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 search facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular job i’m dealing with i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m unsure if you men understand 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 reverse this so i could reveal you men get rid of deadline mode essentially what i wish to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Software Project Management O Reilly