This article is focused on answering Project Portfolio Management Software 2018 …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests consider it more like creative requests from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that as well and lastly i’m going to show you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to start amazing okay let’s begin and landing page demand i’m presuming
you people i’m simply gon na reveal um discuss the fundamentals really quickly however i make sure you people 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 go over integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this in between projects or customers and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a short prior to working on an innovative demand is utilizing the kind so a type essentially takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll fine let me show you how to develop a kind however essentially this kind can be found in here and then the team lead of the innovative design group or any other team can appoint a certain designer to work on it so let me show you people how to add a kind and develop if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you people check the view section since it’s simply 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 particular things on your board so close the kind view and like i stated it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t send the type without filling this information in so you can really simply create any column with anything that you men need when an imaginative request is available in make it a kind share the kind sneak peek the show you men how a type looks like um the name of the demand you desire you want to include a certain brief with a specific i know each company has a certain structure that
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they utilize um when do you need it by the priority and so on and so forth 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 just show you men let’s fill it in and you can see um webinar request test i can include a certain apply for example right now everything remains in the preparation ideas phase and i require the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest priority i wish 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 the first group which is essential to know and then it can be called concepts or requests coming in and after that i can simply go on take it and move it to a certain group that i think 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 upon how you describe your workflow simply to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes remarkable incredible awesome i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them too and now i’ll just provide like a quick summary this is the person column as you guys understand we have our 7 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 quickly um dale you just ask presuming one kind can populate several columns on one board yes dell you are proper every column that you create can be nearly every column you produce can be in a kind view and people can fill it out and it comes in as an item on the board great so this is our column center what we use here is a concern one we named it concern however it’s basically a rating column um we have a. Project Portfolio Management Software 2018
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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 show you guys how that works i can see that it’s my board specifically i can see that it’s another board and after that 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 super cool and i love i like the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you people know what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could reveal you guys eliminate due date mode basically what i want 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 Software 2018