This article is focused on answering Enterprise Project And Portfolio Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page requests think of it more like imaginative demands from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you men that also and lastly i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you men so i have it open and then we’re going to begin remarkable okay let’s begin and landing page request i’m assuming
you people i’m simply gon na show um talk about the basics truly quickly however i make certain you men understand 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 discuss integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this between clients or tasks and it really 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 short before working on an imaginative demand is utilizing the type so a kind basically takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll okay let me show you how to create a type however generally this type comes in here and after that the group lead of the creative style group or any other team can designate a particular designer to deal with it so let me show you people how to add a form and develop if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you men inspect the view area due to the fact that it’s just another way to reveal um all your items 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 form view and like i stated it takes specific columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t submit the type without filling this details in so you can really just produce any column with anything that you men need when an innovative demand is available in make it a type share the type preview the program you guys how a type appears like um the name of the demand you desire you wish to add a specific short with a certain i know each company has a certain structure that
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they utilize um when do you require it by the 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 just show you people let’s fill it in and you can see um webinar request test i can add a specific declare example today everything remains in the preparation concepts stage and i need the creative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in highest top priority i wish to send it and let me reveal you men how it can be found 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 concepts or demands coming in and then i can just go on take it and move it to a specific group that i think it matters 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 outline 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 understood the form and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes amazing remarkable remarkable i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them as well now i’ll just provide like a quick summary this is the individual column as you people 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 likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one type can occupy numerous columns on one board yes dell you are correct every column that you create can be practically every column you create can be in a kind view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a concern one we named it priority but it’s generally a score column um we have a. Enterprise Project And Portfolio Management Software
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Enterprise Project And Portfolio Management Software