Project Portfolio Management Software Cloud – Work Without Limits

This article is focused on answering Project Portfolio Management Software Cloud …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 reveal you 3 specific on boards which are use cases for banner and landing page requests think about it more like innovative requests from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project 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 slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wished to show you men so i have it open and after that we’re going to start amazing all right let’s begin and landing page request i’m presuming

 

you men i’m just gon na show um discuss the basics actually quickly however i make certain you men know that this is a board every one of these are called each row and a group is called a product today we’re going to review integrations 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 customers or jobs 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 way to get a quick prior to dealing with an imaginative demand is using the kind so a form generally takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll all right let me show you how to develop a kind however basically this form is available in here and after that the group lead of the creative style group or any other group can appoint a particular designer to work on it so let me reveal you people how to include a type and produce 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 include view i suggest you men examine the view area because it’s simply another way to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i stated it takes certain columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be provided the form they can submit this file if you wish to need it you can always do a checkbox and after that they can’t send the type without filling this details in so you can really just create any column with anything that you guys need when an innovative request comes in make it a kind share the type sneak peek the show you people how a form appears like um the name of the demand you desire you want to add a certain brief with a specific i understand each business has a certain structure that

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they use um when do you need it by the top 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 website copy it send it to whoever let’s just make look i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can include a particular declare example today whatever remains in the planning ideas stage and i require the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in highest concern i want to send it and let me show you people how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is important to know and then it can be called requests or concepts can be found in and then i can just proceed take it and move it to a specific group that i think it’s relevant 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 group or another board 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 kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes amazing amazing awesome i’m glad you people are listening and comprehend whatever excellent um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them also but now i’ll just provide like a brief introduction this is the person column as you men understand we have our 7 core columns here and after that 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 soon um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are right every column that you produce can be practically every column you produce can be in a type view and people 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 utilize here is a priority one we called it priority but it’s essentially a ranking column um we have actually a. Project Portfolio Management Software Cloud

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file column and we have a tags column what i like 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 browse facebook it’s going to do a cross board search let me reveal you guys how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular job i’m working on i can merely connect them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i love the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not sure if you people know what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i might reveal you guys remove due date mode essentially what i want to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Project Portfolio Management Software Cloud