This article is focused on answering Software Project Management System Tutorial …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 show you 3 specific on boards which are use cases for banner and landing page demands think of it more like creative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wanted to show you men so i have it open and then we’re going to start remarkable all right let’s begin and landing page request i’m presuming
you guys i’m simply gon na show um discuss the fundamentals actually rapidly however i make sure you men understand 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 combinations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this in between customers or tasks and it truly simply depends on 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 short before working on an innovative demand is using the form so a type essentially takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll all right let me reveal you how to produce a form however essentially this form is available in here and then the team lead of the imaginative design team or any other team can assign a specific designer to work on it so let me reveal you men how to add a type and develop 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 include view i recommend you guys examine the view area since it’s just another method to show um all your items simply see things on a calendar or in a chart or you want a file view another way 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 of course but other columns that you can hide or make um viewable for the person that is going to be provided the form they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can truly simply develop any column with anything that you men require when an innovative request can be found in make it a form share the type preview the show you men how a form appears like um the name of the request you want you wish to add a certain brief with a particular i understand each business has a certain structure that
gantt charts project management tool monday.com alternatives
they use 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 the type 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 show you guys let’s fill it in and you can see um webinar demand test i can add a certain declare example right now whatever remains in the planning ideas phase 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 greatest priority i want to submit 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 into the first group which is very important to understand and after that it can be called demands or concepts being available 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 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 guys are listening yay yes yes remarkable awesome amazing i’m glad you men are listening and understand everything great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them too today i’ll simply give like a quick introduction this is the individual 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 also as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate a number of 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 comes in as a product on the board excellent so this is our column center what we use here is a priority one we named it top priority however it’s essentially a rating column um we have a. Software Project Management System Tutorial
monday.com, job management, tool, software application, pricing, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.
file column and we have a tags column what i enjoy about the tag column is if i click 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 reveal you people 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 job i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you people know what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i might show you men remove deadline mode essentially what i wish to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Software Project Management System Tutorial