This article is focused on answering Is Servicenow Project Portfolio Management Software …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests consider it more like innovative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal 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 show you men that also and finally i’m going to show you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin incredible alright let’s start and landing page demand i’m presuming
you men i’m simply gon na show um talk about the essentials actually rapidly however i’m sure you men know that this is a board every one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this between projects or customers and it truly simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief prior to dealing with an innovative request is using the form so a form essentially takes all your columns and makes it a link that other individuals can fill out which they can publish 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 alright let me show you how to produce a form but basically this type comes in here and then the team lead of the imaginative style group or any other group can appoint a certain designer to deal with it so let me show you guys how to add a form and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys examine the view area since it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i stated 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 kind they can upload this file if you want to need it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can truly simply produce any column with anything that you men require when a creative demand comes in make it a kind share the type preview the program you guys how a form appears like um the name of the demand you want you wish to add a particular short with a certain i understand each company has a particular structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click 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 simply make appearance i’ll just reveal you men let’s fill it in and you can see um webinar request test i can include a specific file for example today whatever remains in the planning concepts stage and i need the creative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest 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 constantly going to enter the first group which is necessary to understand and after that it can be called requests or concepts can be found in and then i can simply go ahead 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 might 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 ensure 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 just compose yes so i can get feedback while you guys are listening yay yes yes incredible remarkable remarkable i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them also but now i’ll just give like a brief overview this is the person column as you guys understand 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one kind can populate several columns on one board yes dell you are proper every column that you produce can be practically every column you create can be in a type view and individuals can fill it out and it can be found in as an item on the board great so this is our column center what we utilize here is a top priority one we named it top priority but it’s essentially a ranking column um we have a. Is Servicenow Project Portfolio Management Software
monday.com, task management, tool, software, rates, asana, apps, trello, kanban, microsoft, automations, service, crm, user, job management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.
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 browse 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 specifically i can see that it’s another board and then if i have a particular task i’m working on i can simply link them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not sure if you guys know what this is but 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 undo this so i could show you people eliminate due date mode generally what i wish to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Is Servicenow Project Portfolio Management Software