This article is focused on answering Ms Project Portfolio Management Software …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 use cases for banner and landing page requests think about it more like imaginative requests from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss 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 sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you men that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wished to reveal you men so i have it open and then we’re going to start remarkable all right let’s start and landing page demand i’m assuming
you men i’m just gon na show um talk about the fundamentals truly quickly however i make certain you men know 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 review integrations 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 customers and it really simply depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick prior to working on an innovative demand is using the kind so a kind generally takes all your columns and makes it a link that other individuals can complete 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 develop and i’ll alright let me show you how to produce a type however essentially this form is available in here and then the team lead of the innovative style team or any other group can appoint a certain designer to work on it so let me show you men how to include a type and develop if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you men inspect the view section since it’s just 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 method to see um certain things on your board so close the type view and like i stated it takes certain columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the form they can submit this file if you want 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 create any column with anything that you people need when an innovative request comes in make it a kind share the form sneak peek the program you guys how a kind looks like um the name of the request you want you want to include a particular short with a certain i understand each company has a particular structure that
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they use 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 on the kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a particular apply for example today everything is in the planning ideas phase and i require the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest priority i want to send it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to come into the very first group which is necessary to understand and then it can be called ideas or requests 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 men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes amazing awesome amazing i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them also but now i’ll simply offer like a brief introduction this is the person column as you guys know we have our 7 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 also as a view we’ll get to that um quickly um dale you just ask assuming one type can populate a number of columns on one board yes dell you are proper every column that you develop can be practically every column you create can be in a kind view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a concern one we called it concern but it’s essentially a score column um we have actually a. Ms Project Portfolio Management Software
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file column and we have a tags column what i enjoy 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 show 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 certain project i’m working on i can just link them with tags and after that i can cross board search it to what it matters for so i find that super cool and i love i love the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not sure if you people know what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i might show you guys get rid of due date mode basically what i want to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Ms Project Portfolio Management Software