This article is focused on answering Why Should I Use A Dashboard In Project Management Software …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 usage cases for banner and landing page demands think of it more like creative demands from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that also and last but not least i’m going to show you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wished to reveal you men so i have it open and then we’re going to begin incredible all right let’s start and landing page demand i’m assuming
you men i’m just gon na reveal um speak about the essentials actually quickly however i make certain you guys know 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 enjoyable things so the method i divided my board here is in between months but you can do this between jobs or customers and it actually simply depends upon 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 quick before working on an innovative demand is using the form so a form essentially 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 searching for the size of uh the banner that they desire the designer to produce and i’ll all right let me reveal you how to develop a kind however generally this form comes in here and after that the group lead of the imaginative design group or any other group can appoint a specific designer to work on it so let me show you guys how to include a form and develop if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you guys check 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 want a file view another method to see um specific things on your board so close the form view and like i stated it takes specific columns not the individual column obviously however 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 need it you can always do a checkbox and after that they can’t submit the type without filling this info in so you can really just develop any column with anything that you guys need when an imaginative demand comes in make it a kind share the form sneak peek the show you guys how a form looks like um the name of the request you want you wish to include a certain short with a specific i know each company has a particular structure that
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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 2nd let me click the form 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 specific apply for example right now everything is in the preparation concepts phase and i require the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest priority i wish to submit it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is very important to understand and then it can be called ideas or demands being available in and after that i can simply 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 on how you detail your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes incredible incredible amazing i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them also and now i’ll just give like a short summary this is the person column as you men understand we have our seven 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 product itself and also as a view we’ll get to that um soon um dale you just ask assuming one type can populate numerous columns on one board yes dell you are proper every column that you create can be nearly every column you develop can be in a kind view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we called it concern but it’s generally a rating column um we have a. Why Should I Use A Dashboard In Project Management Software
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file column and we have a tags column what i enjoy 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 reveal you guys 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 particular task i’m working on i can just link them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i like the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m unsure if you people understand what this is however 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 reverse this so i could reveal you people eliminate due date mode generally what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Why Should I Use A Dashboard In Project Management Software