This article is focused on answering Project Portfolio Management In Software Project Management …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 three specific on boards which are usage cases for banner and landing page demands consider it more like innovative requests from designers material so on and so forth copywriters um a social networks 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 stability that we have with mailchimp and after that i want to show you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you men that too and last but not least i’m going to show you dashboards um so let’s start in a minute i just want to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to start incredible fine let’s start and landing page request i’m presuming
you men i’m just gon na show um talk about the essentials really quickly however i make certain you people know 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 go over combinations 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 in between jobs or clients and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a quick before dealing with an innovative request is utilizing the form so a type generally takes all your columns and makes it a link that other individuals can fill out which they can upload 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 produce and i’ll all right let me reveal you how to develop a type but essentially this kind is available in here and then the group lead of the imaginative design team or any other team can designate a specific designer to deal with it so let me reveal you people how to create and add a type 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 add view i recommend you people examine the view area due to the fact that 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 particular things on your board so close the form view and like i said it takes certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t send the type without filling this information in so you can really simply develop any column with anything that you men require when a creative demand comes in make it a form share the type sneak peek the program you guys how a kind looks like um the name of the demand you want you want to include a certain brief with a particular i know each company has a particular structure that
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they use um when do you require it by the concern and so on etc um you can take this link after put one second 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 just make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a specific file for example right now whatever remains in the preparation concepts phase and i require the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest top priority i want to submit it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to enter the first group which is necessary to know and after that it can be called concepts or demands coming in and after that i can just go on take it and move it to a certain group that i think it’s relevant 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 on how you detail your workflow simply 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 write yes so i can get feedback while you people are listening yay yes yes amazing awesome incredible i’m glad you men are listening and comprehend everything great um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them too and now i’ll just give like a brief summary this is the person column as you guys 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 likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy a number of columns on one board yes dell you are proper every column that you develop can be nearly every column you develop can be in a type view and individuals can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we named it concern but it’s essentially a score column um we have actually a. Project Portfolio Management In Software Project Management
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file column and we have a tags column what i enjoy about the tag column is if i click 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 search 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 particularly i can see that it’s another board and after that if i have a specific project i’m dealing with i can just link them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you men know what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i could reveal you guys eliminate deadline mode generally what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Project Portfolio Management In Software Project Management