This article is focused on answering Simple Project Portfolio Management Software …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page demands think of it more like innovative demands from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to show 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 ads so i’ll show you men that also and last but not least i’m going to show you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you people so i have it open and then we’re going to begin awesome alright let’s start and landing page request i’m presuming
you people i’m just gon na reveal um speak about the essentials really quickly however i’m sure you people know that this is a board each one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this between tasks or customers and it actually simply depends on your workflow and the way we did it here to you can do it any way you want but a cool way to get a short before working on a creative demand is utilizing the type so a form generally 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 produce and i’ll okay let me reveal you how to create a kind however essentially this kind can be found in here and then the team lead of the innovative design team or any other team can appoint a particular designer to deal with it so let me show you guys how to add a form and develop if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you men examine the view area due to the fact that it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i said it takes specific columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be given the form they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can actually just develop any column with anything that you people need when an imaginative demand comes in make it a type share the kind sneak peek the show you guys how a kind looks like um the name of the demand you desire you wish to add a specific short with a particular i understand each company has a particular 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 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 just show you guys let’s fill it in and you can see um webinar request test i can include a specific file for example right now whatever is in the planning concepts stage and i need the imaginative 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 concern i want to submit it and let me show you people how it can be found in on the board webinar request test so it’s always going to enter into the first group which is necessary to understand and after that it can be called demands or concepts being available in and then i can simply go ahead take it and move it to a certain group that i believe it’s relevant 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 simply to ensure you men 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 incredible amazing amazing i’m glad you men are listening and understand everything fantastic 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 also today i’ll just provide like a quick introduction this is the person column as you people understand we have our 7 core columns here and then we have more interesting 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 simply ask assuming one type can populate several columns on one board yes dell you are proper every column that you develop can be practically 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 top priority however it’s essentially a score column um we have actually a. Simple Project Portfolio Management Software
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Simple Project Portfolio Management Software