This article is focused on answering Project Portfolio Management Software Ranking …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page demands think of it more like innovative demands from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin incredible alright let’s begin and landing page request i’m presuming
you men i’m just gon na show um speak about the essentials really quickly but i make certain you guys understand that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this in between tasks or customers and it truly just 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 brief before working on an imaginative request is utilizing the kind so a form basically takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll fine let me reveal you how to produce a type but generally this form comes in here and after that the group lead of the creative design team or any other team can designate a particular designer to work on it so let me reveal you guys how to produce and include a form 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 add view i suggest you people inspect the view section since it’s just another method to show 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 type view and like i stated it takes certain columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be given the form they can publish this file if you want to need it you can always do a checkbox and after that they can’t submit the type without filling this info in so you can really just create any column with anything that you guys require when an innovative request comes in make it a type share the form sneak peek the show you men how a kind appears like um the name of the request you desire you want to include a particular quick with a specific i know each company has a specific structure that
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they utilize um when do you need it by the priority and so on etc um you can take this link after put one second let me click 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 look i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a particular apply for example today everything is in the planning ideas stage and i need the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest top priority i wish to send it and let me show you people how it is available in on the board webinar demand test so it’s always going to enter into the very first group which is necessary to understand and then it can be called requests or ideas coming in and then i can simply go on take it and move it to a certain group that i think it matters 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 board or another group depending on 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 kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes incredible awesome incredible i’m glad you men are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them as well and now i’ll just offer like a quick summary this is the person column as you guys understand 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 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 right every column that you produce can be almost every column you develop can be in a form view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we use here is a top priority one we called it concern however it’s essentially a rating column um we have a. Project Portfolio Management Software Ranking
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file column and we have a tags column what i love about the tag column is if i click on this today 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 men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain job i’m working on i can merely link 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 like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not exactly sure if you people know what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i could show you guys eliminate due date mode essentially what i want to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Project Portfolio Management Software Ranking