This article is focused on answering Ppm Project Portfolio Management Software …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page demands think about it more like creative requests from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to review 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 slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and lastly i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to start incredible okay let’s start and landing page request i’m presuming
you men i’m simply gon na show um talk about the basics really quickly however i make sure you men understand that this is a board every one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between customers or tasks and it actually just 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 short prior to dealing with an innovative request is utilizing the type so a form essentially takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to develop a type but basically this form comes in here and after that the group lead of the creative style team or any other group can designate a specific designer to deal with it so let me reveal you men how to produce and add a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people inspect the view section because it’s just another method to show um all your products just 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 said it takes certain columns not the person column of course however other columns that you can conceal or make um viewable for the person that is going to be offered the type they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t send the form without filling this info in so you can truly simply produce any column with anything that you men need when an imaginative request is available in make it a type share the form preview the show you men how a form appears like um the name of the request you want you want to include a particular quick with a particular i understand each company has a specific structure that
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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click the form 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 people let’s fill it in and you can see um webinar request test i can include a particular apply for example right now everything is in the preparation concepts phase and i need the innovative 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 priority i want to submit it and let me reveal you men how it comes in on the board webinar request test so it’s always going to come into the very first group which is important to know and then it can be called ideas or demands coming in and then i can simply go on take it and move it to a specific group that i believe it matters for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another board or another group depending upon how you outline your workflow just to make sure you people 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 compose yes so i can get feedback while you guys are listening yay yes yes incredible incredible amazing i’m glad you people are listening and comprehend whatever great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too now i’ll just offer like a quick introduction this is the individual column as you men understand we have our 7 core columns here and then 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 also as a view we’ll get to that um quickly um dale you just ask assuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you create can be nearly every column you create can be in a kind view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a concern one we called it top priority however it’s basically a ranking column um we have a. Ppm Project Portfolio Management Software
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Ppm Project Portfolio Management Software