This article is focused on answering Project Portfolio Management Software Gartner Magic Quadrant …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 reveal you 3 specific on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign 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 sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that also and last but not least i’m going to reveal you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to show you people so i have it open and then we’re going to begin amazing all right let’s begin and landing page demand i’m presuming
you people i’m just gon na reveal um discuss the fundamentals actually quickly but i’m 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 review combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this between customers or jobs and it really 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 short before dealing with a creative demand is using the kind so a kind 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 trying to find the size of uh the banner that they desire the designer to develop and i’ll all right let me reveal you how to create a form however basically this kind is available in here and after that the group lead of the innovative design team or any other team can appoint a certain designer to work on it so let me show you men how to develop and add a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men examine the view area because it’s just another way 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 specific things on your board so close the type view and like i stated it takes particular columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can submit this file if you wish to need it you can always do a checkbox and after that they can’t submit the kind without filling this details in so you can truly simply develop any column with anything that you people need when a creative request can be found in make it a kind share the type sneak peek the show you men how a type appears like um the name of the request you want you wish to add a certain short with a particular i know each business has a particular structure that
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they utilize um when do you need 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 website copy it send it to whoever let’s simply make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a certain file for example today whatever remains in the planning concepts stage and i need the innovative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest concern i wish to send it and let me show you men how it comes in on the board webinar request test so it’s constantly going to enter the first group which is very important to understand and after that it can be called demands or concepts being available in and then i can just proceed take it and move it to a particular 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 on how you detail your workflow simply to make certain you men are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes amazing amazing remarkable i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them too now i’ll simply give like a brief overview this is the individual column as you guys know we have our 7 core columns here and after that we have more fascinating 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 simply ask assuming one type can populate several columns on one board yes dell you are right every column that you produce can be almost every column you produce can be in a form view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a concern one we named it top priority however it’s basically a rating column um we have actually a. Project Portfolio Management Software Gartner Magic Quadrant
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Project Portfolio Management Software Gartner Magic Quadrant