This article is focused on answering Project Portfolio Management Ppm Software Tool …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 particular on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish 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 show you people that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to start remarkable all right let’s start and landing page demand i’m assuming
you guys i’m simply gon na show um speak about the basics really quickly however i make certain you men understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more fun things so the method i divided my board here is between months however you can do this in between jobs or customers 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 way to get a short prior to dealing with a creative demand is utilizing the form so a kind generally takes all your columns and makes it a link that other people can fill out which they can submit 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 show you how to create a type but generally this kind is available in here and after that the group lead of the imaginative style team or any other team can assign a specific designer to work on it so let me show you guys how to create 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 examine the view area since it’s just another method to reveal 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 particular columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can upload this file if you wish to need it you can always do a checkbox and after that they can’t submit the kind without filling this info in so you can actually just develop any column with anything that you people need when an imaginative request comes in make it a form share the form preview the show you guys how a type appears like um the name of the demand you desire you want to add a particular short with a specific i know 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 second let me click on 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 just show you guys let’s fill it in and you can see um webinar request test i can include a certain apply for example today everything remains in the planning concepts phase and i need the creative 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 send it and let me show you men how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is essential to know and then it can be called ideas or demands coming in and after that i can just go ahead take it and move it to a particular group that i think it’s relevant for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another group or another board depending upon how you outline your workflow just to ensure you people 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 people are listening yay yes yes awesome remarkable incredible i’m glad you people are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them as well but now i’ll simply provide like a brief introduction this is the individual column as you men understand 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 likewise as a view we’ll get to that um quickly um dale you just ask assuming one kind can populate numerous columns on one board yes dell you are appropriate every column that you develop can be almost every column you produce can be in a type view and individuals can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a top priority one we called it concern however it’s generally a ranking column um we have actually a. Project Portfolio Management Ppm Software Tool
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file column and we have a tags column what i like 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 people 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 certain task i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i love the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you guys understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might reveal you men remove due date mode generally what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Project Portfolio Management Ppm Software Tool