This article is focused on answering Software Team Project Management …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page requests consider it more like creative demands from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that too and lastly i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin incredible fine let’s start and landing page demand i’m presuming
you people i’m simply gon na reveal um speak about the fundamentals really quickly however i make certain you guys know that this is a board each one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this in between clients 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 desire however a cool method to get a quick prior to working on an imaginative request is utilizing the form so a form generally 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 all right let me show you how to develop a form but generally this form comes in here and after that the team lead of the creative style group or any other team can designate a particular designer to deal with it so let me show you guys how to include a kind and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you guys examine the view area due to the fact that it’s simply 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 particular things on your board so close the form view and like i said it takes certain columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be given the type they can publish this file if you wish to need it you can always do a checkbox and then they can’t submit the type without filling this information in so you can truly just develop any column with anything that you men require when a creative demand comes in make it a form share the form preview the show you people how a kind looks like um the name of the request you want you want to add a particular brief with a particular i understand each business has a specific structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one second 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 simply make look i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can add a particular apply for example right now everything remains in the planning ideas phase and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i wish to submit it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is essential to understand and then it can be called requests or ideas can be found in and after that i can just proceed take it and move it to a certain group that i believe it’s relevant for in this case it needs to be done by might 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 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 just write yes so i can get feedback while you people are listening yay yes yes remarkable awesome awesome i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them too today i’ll just provide like a short summary this is the individual column as you guys understand 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 likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy a number of columns on one board yes dell you are appropriate every column that you create can be practically every column you produce can be in a kind view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a concern one we named it concern but it’s basically a rating column um we have a. Software Team Project Management
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file column and we have a tags column what i like about the tag column is if i click on 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 people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain project i’m working on i can merely link them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i like the tech college let me simply leave here [Music] fine 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 way i connected them together and did due date mode is let me undo this so i might show you people eliminate deadline mode essentially what i want to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Software Team Project Management