This article is focused on answering Project Portfolio Office Project Management Software …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 consider it more like innovative requests from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that as well and lastly i’m going to reveal you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you people so i have it open and then we’re going to start incredible all right let’s start and landing page request i’m presuming
you men i’m just gon na reveal um talk about the fundamentals really rapidly however i make certain you people understand 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 go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this between customers or jobs and it actually simply depends upon your workflow and the way 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 an innovative demand is utilizing the type so a type essentially takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll all right let me reveal you how to produce a type however essentially this kind can be found in here and then the team lead of the imaginative design team or any other team can assign a particular designer to deal with it so let me show you people how to develop and add a kind if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you guys inspect the view section since it’s simply another method to show um all your items just 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 form view and like i said 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 provided the kind they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can truly just produce any column with anything that you guys require when an imaginative demand comes in make it a form share the type sneak peek the program you people how a form appears like um the name of the demand you desire you wish to add a particular short with a particular i know each business has a specific structure that
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they use um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd 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 just make look i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can include a specific file for example right now everything is in the preparation ideas stage and i need the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest priority i want to send it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to enter into the first group which is essential to understand and then it can be called demands or ideas can be found in and then i can just go on take it and move it to a specific group that i think 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 detail your workflow just to ensure 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 simply write yes so i can get feedback while you people are listening yay yes yes incredible remarkable amazing i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them also and now i’ll simply give like a short introduction this is the individual column as you guys know we have our 7 core columns here and after that 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 product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy a number of columns on one board yes dell you are appropriate every column that you create can be nearly every column you develop can be in a form view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we use here is a top priority one we called it priority but it’s basically a rating column um we have actually a. Project Portfolio Office Project Management Software
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file column and we have a tags column what i like about the tag column is if i click 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 search facebook it’s going to do a cross board search let me reveal you people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain project i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m unsure if you people understand what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could show you people eliminate deadline mode essentially what i wish to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Project Portfolio Office Project Management Software