This article is focused on answering Software Project Management Plan Poly …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 three particular on boards which are usage cases for banner and landing page requests think about it more like imaginative demands from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that as well and finally i’m going to show you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wanted to show you people so i have it open and after that we’re going to begin awesome okay let’s start and landing page request i’m assuming
you men i’m simply gon na show um speak about the basics actually rapidly but i make sure you people know 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 review combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this between jobs or customers and it really simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a quick prior to working on an innovative demand is utilizing the kind so a kind essentially 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 trying to find the size of uh the banner that they want the designer to develop and i’ll fine let me reveal you how to produce a kind however essentially this form comes in here and then the team lead of the creative style team or any other group can assign a specific designer to deal with it so let me reveal you men how to develop and include a form 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 include view i advise you people examine the view area since it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type view and like i stated it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the individual that is going to be given the type they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t send the type without filling this info in so you can really just produce any column with anything that you people need when a creative demand comes in make it a type share the kind sneak peek the program you people how a form appears like um the name of the demand you want you wish to add a certain brief with a specific i know each business has a particular structure that
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they use 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 on 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 look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can add a certain apply for example right now whatever is in the preparation ideas phase and i need the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest top priority i want to send it and let me show 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 know and after that it can be called ideas or requests can be found in and then i can simply go on take it and move it to a particular group that i believe it’s relevant 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 board or another group depending upon how you detail your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes amazing 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 just compose me in the chat and i’ll review them also today i’ll simply offer like a short overview this is the person column as you men understand we have our 7 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 also on the product itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one type can populate numerous columns on one board yes dell you are right every column that you create can be practically every column you develop can be in a form view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we utilize here is a concern one we named it concern but it’s essentially a score column um we have a. Software Project Management Plan Poly
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file column and we have a tags column what i love 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 search facebook it’s going to do a cross board search let me reveal you guys how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular project i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i love the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you people understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i could show you guys get rid of due date mode basically what i want to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Software Project Management Plan Poly