This article is focused on answering Project Portfolio Management Software Canada …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page demands think of it more like innovative demands from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a sneak 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 men that as well and finally i’m going to reveal you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to start remarkable alright let’s start and landing page request i’m assuming
you men i’m simply gon na reveal um talk about the fundamentals really quickly however i’m sure you people understand that this is a board each one of these are called each row and a group is called a product today we’re going to review combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this between tasks or clients and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief prior to dealing with an imaginative request is utilizing the type so a type generally takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll okay let me show you how to create a form but generally this form comes in here and then the group lead of the creative design team or any other group can assign a particular designer to deal with it so let me show you guys how to add a type and develop if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people check the view section since it’s just another method to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i said it takes particular columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be provided the kind they can upload this file if you wish to require it you can always do a checkbox and after that they can’t send the type without filling this information in so you can truly just create any column with anything that you guys need when a creative request can be found in make it a type share the form sneak peek the program you men how a type appears like um the name of the demand you want you want to include a specific brief with a certain i know each business has a specific structure that
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they utilize um when do you require it by the top 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 website copy it send it to whoever let’s simply make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can include a particular file for example today everything is in the planning concepts phase and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest top priority i wish 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 come into the very first group which is necessary to understand and then it can be called ideas or demands coming in and after that i can just proceed take it and move it to a particular group that i think 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 on how you describe 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 comprehended the type and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes remarkable incredible incredible i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them as well now i’ll just offer like a short summary this is the person column as you men 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 item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy a number of columns on one board yes dell you are proper every column that you produce can be almost 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 excellent so this is our column center what we use here is a concern one we called it priority but it’s basically a rating column um we have a. Project Portfolio Management Software Canada
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Project Portfolio Management Software Canada