Project Portfolio Management Software Competitor – Work Without Limits

This article is focused on answering Project Portfolio Management Software Competitor …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 specific on boards which are use cases for banner and landing page requests think of it more like imaginative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that also and lastly i’m going to show you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to begin incredible all right let’s begin and landing page request i’m assuming

 

you people i’m just gon na reveal um speak about the fundamentals actually quickly however i make sure you guys know 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 go over integrations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this in between clients or jobs and it actually just depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with an innovative request is using the type so a kind essentially 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 looking for the size of uh the banner that they desire the designer to produce and i’ll alright let me reveal you how to create a form however essentially this form is available in here and after that the team lead of the imaginative style team or any other team can assign a particular designer to deal with it so let me reveal you people how to produce and add a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people check the view section due to the fact that it’s simply another way to reveal um all your products 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 kind view and like i stated it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be given the form they can publish this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this info in so you can truly just create any column with anything that you men need when a creative request can be found in make it a form share the form sneak peek the program you guys how a form appears like um the name of the request you desire you want to add a specific brief with a particular i know each business has a particular structure that

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they utilize um when do you require it by the concern 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 simply make look i’ll just show you guys let’s fill it in and you can see um webinar demand test i can add a particular apply for example today whatever is in the preparation ideas stage and i require the imaginative 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 top priority i wish to send it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to come into the very first group which is important to understand and then it can be called demands or concepts can be found in and then i can simply go on 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 outline your workflow just to make certain you guys 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 men are listening yay yes yes awesome remarkable awesome i’m glad you people are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them as well today i’ll simply provide like a short summary this is the person column as you guys know 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 also as a view we’ll get to that um soon um dale you just ask assuming one type can populate numerous columns on one board yes dell you are appropriate every column that you produce can be nearly every column you develop can be in a type view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a top priority one we called it priority however it’s generally a ranking column um we have actually a. Project Portfolio Management Software Competitor

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file column and we have a tags column what i enjoy 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 show you people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a certain project i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you men understand what this is however this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i might show you people eliminate due date mode essentially what i wish to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Project Portfolio Management Software Competitor