This article is focused on answering Project Portfolio Management Software Features …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page requests think about it more like creative demands from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that also and finally 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 show you people so i have it open and after that we’re going to start amazing all right let’s start and landing page demand i’m assuming
you men i’m simply gon na show um discuss the fundamentals truly rapidly however i make certain you people know 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 fun stuff so the way i divided my board here is in between months however you can do this in between jobs or clients and it truly just depends on 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 prior to dealing with an innovative demand is using the form so a form essentially takes all your columns and makes it a link that other individuals can submit which they can submit 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 okay let me reveal you how to produce a form however basically this type is available in here and after that the group lead of the imaginative style group or any other team can assign a certain designer to deal with it so let me show you men how to create and add a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys check the view area since it’s simply another method 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 specific things on your board so close the form view and like i said it takes specific columns not the person column naturally however other columns that you can conceal or make um viewable for the person that is going to be offered the type they can publish this file if you wish to need it you can always do a checkbox and then they can’t send the type without filling this info in so you can actually just produce any column with anything that you people need when an innovative request comes in make it a type share the form preview the show you people how a type looks like um the name of the request you desire you want to include a certain short with a specific i know each business has a certain structure that
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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click the kind 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 appearance i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example right now everything remains in the planning ideas phase 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’s in greatest priority i want to submit it and let me reveal you people how it can be found in on the board webinar request test so it’s constantly going to enter into the very first group which is essential to know and then it can be called requests or concepts coming in and then i can just go on take it and move it to a specific group that i believe 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 board or another group depending upon how you describe your workflow simply to make sure you guys 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 write yes so i can get feedback while you people are listening yay yes yes incredible awesome awesome i’m glad you men are listening and understand whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them also today i’ll just give like a brief summary this is the individual column as you people know we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one kind can occupy several columns on one board yes dell you are proper every column that you create can be almost every column you develop can be in a form view and people can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a priority one we named it top priority but it’s essentially a ranking column um we have a. Project Portfolio Management Software Features
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Project Portfolio Management Software Features