This article is focused on answering Software Project Management Sample Case Studies …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page requests think of it more like innovative requests from designers content 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 discuss marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to start remarkable okay let’s start and landing page request i’m presuming
you men i’m simply gon na reveal um talk about the fundamentals actually rapidly however i make certain you men 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 go over combinations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this in between clients or tasks and it really simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief prior to working on a creative demand is using the type so a form basically takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll okay let me show you how to create a kind however essentially this kind can be found in here and then the team lead of the creative style team or any other group can assign a certain designer to work on it so let me show you guys how to add a type and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people inspect the view area due to the fact that it’s just another method to reveal um all your products just 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 but other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can submit this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this information in so you can actually simply develop any column with anything that you people require when a creative request can be found in make it a type share the kind preview the show you guys how a kind appears like um the name of the request you want you wish to add a certain quick with a certain i know each business has a particular structure that
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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click 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 appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a specific declare example today whatever is in the preparation ideas stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest concern i want to submit it and let me show you people how it comes in on the board webinar request test so it’s always going to enter the first group which is important to know and then it can be called requests or ideas can be found in and then i can simply go ahead take it and move it to a particular group that i think it matters 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 on how you detail your workflow just to ensure you guys 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 compose yes so i can get feedback while you men are listening yay yes yes amazing incredible amazing i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them also and now i’ll just give like a brief overview this is the individual column as you guys understand we have our 7 core columns here and then 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 also as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate a number of columns on one board yes dell you are proper every column that you produce can be practically every column you create can be in a kind view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a top priority one we called it priority however it’s basically a ranking column um we have actually a. Software Project Management Sample Case Studies
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file column and we have a tags column what i like 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 show 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 task i’m dealing with i can just link them with tags and then 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 simply get out of here [Music] all right um [Music] and yeah and i’m unsure if you people know what this is but 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 people remove deadline mode essentially what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Software Project Management Sample Case Studies