10 Selection Criteria For Project Management Software – Easily build, run, and scale

This article is focused on answering 10 Selection Criteria For Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page demands consider it more like innovative demands from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you men that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin remarkable all right let’s begin and landing page request i’m presuming

 

you people i’m simply gon na reveal um speak about the essentials really rapidly however i make sure you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over integrations 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 projects or customers and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief prior to working on an imaginative demand is utilizing the kind so a type generally takes all your columns and makes it a link that other individuals can submit 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 produce and i’ll all right let me show you how to create a type but essentially this kind comes in here and after that the group lead of the creative style group or any other team can designate a particular designer to deal with it so let me reveal you men how to develop and add a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys inspect the view area since it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the type view and like i stated it takes particular columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the type they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can truly just develop any column with anything that you men require when an imaginative request comes in make it a type share the type preview the program you people how a type looks like um the name of the demand you want you wish to add a certain quick with a specific i understand each company has a specific structure that

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they use um when do you need it by the concern and so on etc um you can take this link after put one second let me click on 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 simply make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a particular file for example right now whatever is in the preparation concepts stage and i require 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 priority i want to send it and let me reveal you guys 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 concepts or demands coming in and then i can simply proceed take it and move it to a certain group that i think it’s relevant for in this case it needs 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 on how you describe 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 understood the form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes amazing remarkable remarkable i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them too today i’ll just provide like a short introduction this is the person column as you guys 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 likewise on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are correct every column that you develop can be practically every column you create 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 utilize here is a concern one we called it top priority but it’s essentially a score column um we have a. 10 Selection Criteria For 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 browse 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 after that if i have a certain project i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not sure if you guys know what this is however this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might show you guys get rid of due date mode basically what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. 10 Selection Criteria For Project Management Software