This article is focused on answering Project Portfolio Management Software Comparison …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page demands think about it more like creative demands from designers material so on and so forth copywriters um a social media planning and style 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 wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that too and lastly i’m going to show you dashboards um so let’s begin 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 begin incredible all right let’s begin and landing page demand i’m presuming
you people i’m just gon na show um speak about the fundamentals really rapidly however i make certain you men understand that this is a board each one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this in between tasks or customers and it really 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 brief before dealing with a creative demand is using the kind so a type basically takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll alright let me show you how to produce a kind however essentially this type comes in here and then the group lead of the innovative style team or any other group can appoint a particular designer to deal with it so let me reveal you people how to add 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 people examine the view area since it’s just another way to show um all your items just 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 type view and like i said it takes specific columns not the individual column naturally however other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can submit this file if you want to require it you can constantly do a checkbox and then they can’t send the form without filling this details in so you can actually just develop any column with anything that you people require when a creative request is available in make it a form share the type sneak peek the show you men how a type looks like um the name of the demand you want you want to include a certain brief with a certain i know each business has a specific structure that
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they use um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd let me click the type 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 reveal you guys let’s fill it in and you can see um webinar demand test i can add a specific apply for example today whatever remains in the planning concepts stage and i require the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i wish to send it and let me show you people how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is essential to understand and after that it can be called requests or concepts coming in and then i can just proceed take it and move it to a certain group that i believe 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 describe your workflow just to ensure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes incredible incredible remarkable i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them as well today i’ll simply offer like a brief introduction this is the individual column as you men know 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 likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can occupy several columns on one board yes dell you are proper every column that you produce can be practically every column you create can be in a kind view and people can fill it out and it can be found in as an item on the board great so this is our column center what we utilize here is a priority one we called it concern however it’s basically a ranking column um we have actually a. Project Portfolio Management Software Comparison
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Project Portfolio Management Software Comparison