Project Portfolio Management Software Gartner – Work Without Limits

This article is focused on answering Project Portfolio Management Software Gartner …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 consider it more like creative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing project 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 sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that too and lastly i’m going to show you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin remarkable alright let’s begin and landing page request i’m presuming

 

you people i’m just gon na reveal um speak about the fundamentals actually rapidly however i make certain you men understand 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 enjoyable stuff so the way i divided my board here is in between months but you can do this in between customers or tasks and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a short prior to working on a creative demand is utilizing the kind so a kind essentially takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to create and i’ll all right let me show you how to produce a form but basically this kind comes in here and after that the group lead of the creative design group or any other group can appoint a specific designer to deal with it so let me reveal you people how to add a type and develop 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 advise you people check the view section because it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the kind view and like i said it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the individual that is going to be offered the type they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this info in so you can really just produce any column with anything that you guys need when a creative request can be found in make it a form share the type sneak peek the program you people how a form appears like um the name of the request you want you wish to add a specific short with a specific 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 second let me click on the kind 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 appearance i’ll simply show you people let’s fill it in and you can see um webinar demand test i can add a specific apply for example right now whatever remains in the planning concepts stage and i require the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest concern i want 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 the very first group which is necessary to understand and then it can be called demands or concepts coming in and after that i can just proceed take it and move it to a particular group that i think it’s relevant for in this case it needs 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 on how you outline your workflow just 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 form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes awesome incredible awesome i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them also but now i’ll simply give like a short introduction this is the individual column as you guys understand 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 just ask presuming one kind can populate several columns on one board yes dell you are appropriate every column that you develop can be nearly every column you produce can be in a kind view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we use here is a priority one we called it concern however it’s essentially a rating column um we have actually a. Project Portfolio Management Software Gartner

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file column and we have a tags column what i like about the tag column is if i click on 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 specifically i can see that it’s another board and after that if i have a certain project 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 extremely cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m unsure if you guys know what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i could show you guys remove deadline mode generally what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Project Portfolio Management Software Gartner