This article is focused on answering Virtual Work In Software 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 show you three particular on boards which are usage cases for banner and landing page demands think of it more like imaginative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that too and finally i’m going to reveal you control panels um so let’s start in a minute i just wish to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin awesome all right let’s start and landing page request i’m presuming
you people i’m just gon na show um talk about the basics really rapidly however i make sure you people 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 method i divided my board here is in between months however you can do this between projects or clients and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief before working on an imaginative demand is using the form so a type essentially takes all your columns and makes it a link that other people can submit which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll okay let me show you how to create a form but generally this type is available in here and after that the team lead of the creative design team or any other team can appoint a specific designer to deal with it so let me show you people how to create and add a form if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people inspect the view area because it’s simply another way to show um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the form view and like i said it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the individual 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 information in so you can actually just develop any column with anything that you men need when a creative request comes in make it a kind share the form preview the program you men how a kind appears like um the name of the demand you desire you want to add a certain quick with a specific i understand each company has a specific structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one second let me click on the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a particular apply for example today whatever remains in the preparation concepts stage and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest priority i wish to submit it and let me show you people how it is available in on the board webinar request test so it’s always going to enter into the very first group which is necessary to know and then it can be called requests or ideas coming in and after that i can simply go ahead take it and move it to a certain group that i think 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 describe your workflow just to make certain 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 people are listening yay yes yes incredible incredible incredible i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them also and now i’ll just offer like a short summary this is the individual column as you men know we have our seven core columns here and then 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 item itself and also as a view we’ll get to that um soon um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are right every column that you produce can be nearly every column you create can be in a kind view and people can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a top priority one we named it concern but it’s basically a rating column um we have a. Virtual Work In Software Project Management
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file column and we have a tags column what i love 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 particularly i can see that it’s another board and then if i have a specific task i’m dealing with i can simply connect them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m unsure if you guys understand what this is but 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 reverse this so i might show you people eliminate due date mode generally what i want to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Virtual Work In Software Project Management