This article is focused on answering Psa Software Project Portfolio Management …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page demands consider it more like creative demands from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that as well 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 bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start remarkable okay let’s start and landing page request i’m presuming
you people i’m simply gon na reveal um speak about the basics truly rapidly but i make sure you guys know 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 go over combinations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this between clients or jobs and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a short before dealing with an imaginative demand is utilizing the kind so a kind basically takes all your columns and makes it a link that other individuals can fill out which they can upload 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 okay let me show you how to develop a kind but generally this form is available in here and after that the team lead of the creative style group or any other team can assign a certain designer to work on it so let me reveal you men how to include a kind and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you guys inspect the view section because it’s just another way to show um all your products just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the type view and like i stated it takes particular columns not the person column obviously but 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 want to require it you can always do a checkbox and then they can’t submit the type without filling this info in so you can really just create any column with anything that you guys need when an innovative demand is available in make it a form share the kind preview the show you men how a kind appears like um the name of the demand you want you want to add a certain short with a specific i understand each company has a particular structure that
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they use um when do you need it by the top 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 look i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can add a specific declare example right now whatever remains in the preparation concepts stage and i require the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in highest top priority i want to send it and let me show you people how it comes in on the board webinar demand test so it’s constantly going to come into the very first group which is essential to understand and then it can be called requests or ideas being available in and then i can simply go on take it and move it to a particular group that i think it matters 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 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 kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes awesome remarkable awesome i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them as well today i’ll just give like a brief introduction this is the person column as you people understand we have our seven 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 product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are appropriate every column that you create can be practically every column you produce can be in a type view and people can fill it out and it is available in as an item on the board great so this is our column center what we use here is a priority one we named it priority but it’s basically a ranking column um we have a. Psa Software Project Portfolio Management
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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 show you guys 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 specific task i’m dealing with i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys understand what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i could show you men eliminate due date mode generally what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Psa Software Project Portfolio Management