This article is focused on answering Software Project Management Trello …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 show you 3 specific on boards which are usage cases for banner and landing page requests consider it more like creative demands from designers content so on etc 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 want to reveal you an in email marketing um stability that we have with mailchimp and then i want to show you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to show you men so i have it open and then we’re going to start awesome okay let’s start and landing page request i’m assuming
you people i’m simply gon na reveal um talk about the essentials truly rapidly but i make sure you people 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 go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this between customers or tasks and it truly simply depends upon 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 before dealing with an innovative demand is utilizing the type so a kind generally takes all your columns and makes it a link that other people 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 create and i’ll all right let me reveal you how to create a kind but basically this kind is available in here and after that the team lead of the creative design team or any other group can appoint a specific designer to deal with it so let me show you guys how to add a kind and create if anything is too fast 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 advise you people inspect the view section because it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i said it takes certain columns not the individual column naturally however other columns that you can conceal or make um viewable for the person that is going to be offered the form they can publish this file if you want to require it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can actually simply produce any column with anything that you men require when an imaginative request comes in make it a kind share the form preview the show you men how a kind appears like um the name of the request you want you wish to add a particular quick with a certain i know each business has a certain 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 on the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a particular declare example right now everything is in the planning concepts stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest concern i want to submit it and let me reveal you people how it comes in on the board webinar request test so it’s always going to enter the first group which is necessary to understand and then it can be called ideas or requests coming in and then i can just go on take it and move it to a specific group that i believe it’s relevant for in this case it needs 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 on how you detail your workflow just to make certain you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes remarkable remarkable amazing i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them too and now i’ll simply give like a quick summary this is the individual column as you guys know we have our seven core columns here and after that we have more intriguing 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 quickly um dale you simply ask presuming one form can populate numerous columns on one board yes dell you are proper every column that you create can be almost every column you produce can be in a form view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a concern one we named it concern but it’s essentially a rating column um we have actually a. Software Project Management Trello
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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 browse facebook it’s going to do a cross board search let me show 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 task i’m working on i can merely 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 like the tech college let me just leave here [Music] alright um [Music] and yeah and i’m unsure if you men know what this is but 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 undo this so i might show you guys eliminate due date mode basically what i wish to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Software Project Management Trello