Sap Portfolio And Project Management Software – Work Without Limits

This article is focused on answering Sap Portfolio And Project Management Software …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 reveal you three particular on boards which are usage cases for banner and landing page requests think about it more like creative requests from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that also 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 reveal you people so i have it open and then we’re going to start awesome all right let’s start and landing page request i’m presuming

 

you men i’m simply gon na show um discuss the essentials truly quickly but i make sure you people know 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 discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between clients or tasks and it actually simply depends on 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 prior to working on a creative request is utilizing the type so a type essentially takes all your columns and makes it a link that other people can fill out 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 want the designer to develop and i’ll okay let me reveal you how to produce a kind but generally this type comes in here and then the team lead of the imaginative style team or any other group can designate a specific designer to work on it so let me show you people how to add a kind and produce if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you men check the view section because it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the form view and like i stated it takes particular columns not the individual column obviously however other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can upload 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 info in so you can really simply produce any column with anything that you guys need when an innovative request can be found in make it a form share the type sneak peek the program you guys how a kind appears like um the name of the demand you want you wish to include a particular short 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 concern and so on and so forth um you can take this link after put one second let me click the form 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 guys let’s fill it in and you can see um webinar demand test i can include a particular apply for example today whatever is in the planning ideas phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in highest concern i wish to submit it and let me show you men how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is necessary to know and after that it can be called concepts or demands being available in and then i can simply proceed 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 group or another board depending upon how you describe your workflow simply to make sure you people 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 just write yes so i can get feedback while you guys are listening yay yes yes remarkable amazing incredible i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them also but now i’ll just provide like a short introduction this is the individual column as you men know 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 likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can populate a number of columns on one board yes dell you are right every column that you create can be nearly every column you create can be in a kind view and individuals can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a priority one we called it priority but it’s essentially a ranking column um we have actually a. Sap Portfolio And 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 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 search 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 after that if i have a particular task i’m working on i can simply connect 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 love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not sure if you men know what this is however 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 might show you men eliminate due date mode essentially what i want to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Sap Portfolio And Project Management Software