Monday Com Portfolio Management – Work Without Limits

This article is focused on answering Monday Com Portfolio 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 reveal you three specific on boards which are usage cases for banner and landing page requests think about it more like innovative demands from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that as well and last but not least i’m going to show you control panels um so let’s start in a minute i just want to bring up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin awesome okay let’s begin and landing page request i’m presuming

 

you men i’m just gon na reveal um speak about the fundamentals actually rapidly however i’m sure you guys understand that this is a board each one of these are called each row and a group is called a product today we’re going to review integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this between jobs 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 want however a cool method to get a brief before working on an imaginative request is using the form so a type basically takes all your columns and makes it a link that other individuals can submit 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 desire the designer to produce and i’ll alright let me show you how to produce a kind but basically this kind can be found in here and then the team lead of the imaginative design group or any other group can assign a certain designer to deal with it so let me reveal you men how to develop and include a type 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 add view i advise you people examine the view area since it’s just another method 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 certain things on your board so close the type view and like i said it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the person that is going to be provided the kind they can upload this file if you want to need it you can always do a checkbox and after that they can’t send the type without filling this information in so you can truly simply produce any column with anything that you people require when an innovative demand can be found in make it a type share the type sneak peek the program you people how a kind appears like um the name of the request you desire you wish to add a certain short with a particular i understand each company has a specific structure that

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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click the type 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 reveal you people let’s fill it in and you can see um webinar demand test i can include a specific declare example today everything is in the planning concepts stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest concern i wish to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s constantly going to come into the very first group which is necessary to understand and after that it can be called requests or concepts being available in and after that i can just go ahead take it and move it to a specific group that i believe it matters 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 type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes amazing amazing remarkable i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them also today i’ll just give like a quick introduction this is the person column as you people 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 product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are right every column that you produce can be practically every column you create 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 use here is a concern one we named it top priority however it’s essentially a ranking column um we have a. Monday Com Portfolio 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 today 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 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 particular task i’m working on i can merely link them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i like the tech college let me just leave here [Music] fine 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 way i linked them together and did deadline mode is let me reverse this so i could show you men eliminate deadline mode essentially what i wish to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Monday Com Portfolio Management