This article is focused on answering Software Project Management Stanford …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page requests think of it more like creative demands from designers content so on etc copywriters um a social media planning 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 e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wished to reveal you men so i have it open and then we’re going to start remarkable all right let’s start and landing page demand i’m presuming
you people i’m just gon na reveal um talk about the essentials truly quickly but i make certain 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 review 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 clients 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 short before dealing with an innovative request is using the form so a type basically takes all your columns and makes it a link that other individuals can complete 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 fine let me reveal you how to create a type but essentially this kind is available in here and then the group lead of the imaginative design team or any other group can designate a certain designer to work on it so let me reveal you people how to add a type and create if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you people inspect the view section since it’s simply another method to show um all your products 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 said it takes particular columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be offered the type they can submit this file if you want to require it you can constantly do a checkbox and then they can’t submit the kind without filling this details in so you can actually simply create any column with anything that you men require when an innovative request comes in make it a type share the kind preview the program you men how a type appears like um the name of the demand you desire you want to add a specific quick with a particular i know each company has a particular structure that
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they utilize um when do you need 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 simply make appearance i’ll simply show you men let’s fill it in and you can see um webinar request test i can include a certain apply for example today everything is in the preparation concepts phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest priority i wish to send it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to enter the very first group which is very important to understand and then it can be called concepts or demands coming in and then i can just proceed take it and move it to a specific group that i believe 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 board or another group depending upon how you describe your workflow simply 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 kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing awesome amazing i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them as well today i’ll just provide like a short introduction 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 also as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are right every column that you develop can be nearly every column you create can be in a kind view and individuals can fill it out and it comes 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 top priority but it’s essentially a rating column um we have a. Software Project Management Stanford
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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 search facebook it’s going to do a cross board search let me show you guys 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 certain task i’m working on i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m uncertain if you guys understand what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might show you men get rid of due date mode basically what i want 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 Stanford