This article is focused on answering Configuration Audit In Software Project Management …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 requests consider it more like imaginative requests from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and finally i’m going to show you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to begin remarkable alright let’s start and landing page request i’m presuming
you men i’m simply gon na show um speak about the essentials truly quickly however i make certain you guys understand that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this between customers or tasks and it truly just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief before dealing with an imaginative demand is utilizing the form so a form basically takes all your columns and makes it a link that other individuals can fill out 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 okay let me reveal you how to create a form however essentially this form is available in here and then the group lead of the innovative style group or any other group can designate a certain designer to work on it so let me show you men how to add a kind and create 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 add view i suggest you men examine the view area due to the fact that it’s just another way to show 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 particular things on your board so close the type view and like i said it takes particular 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 offered the form 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 details in so you can actually just produce any column with anything that you men need when an imaginative demand is available in make it a type share the type sneak peek the program you guys how a kind appears like um the name of the request you want you want to add a particular quick with a specific i know each business has a certain structure that
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they use 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 on 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 look i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can add a specific file for example today everything remains in the preparation concepts stage and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest concern i want to submit it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to enter the very first group which is very important to understand and after that it can be called requests or ideas coming in and after that i can just go on take it and move it to a particular 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 detail your workflow just to make sure you guys are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes awesome amazing awesome i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them as well today i’ll just give like a quick overview this is the individual column as you men understand we have our 7 core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate several columns on one board yes dell you are appropriate every column that you create can be nearly every column you develop can be in a kind view and people can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a concern one we called it priority however it’s essentially a ranking column um we have a. Configuration Audit 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 men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a specific project i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i enjoy the tech college let me just leave here [Music] alright um [Music] and yeah and i’m uncertain if you people know what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i could show you people eliminate deadline mode basically what i wish to do i want to set as deadline i want to take the status column however i might take any status column i have for example the. Configuration Audit In Software Project Management