Monday Com Portfolio Management – Easily build, run, and scale

This article is focused on answering Monday Com Portfolio Management …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 show you 3 specific on boards which are use cases for banner and landing page demands consider 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 want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that also and finally i’m going to show you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you men so i have it open and then we’re going to begin awesome alright let’s start and landing page request i’m assuming

 

you men i’m just gon na reveal um talk about the essentials actually rapidly but i make certain you people understand that this is a board every one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this between jobs or clients and it truly just depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a quick before dealing with a creative demand is utilizing the form so a kind basically takes all your columns and makes it a link that other people can complete 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 fine let me reveal you how to produce a type however basically this form comes in here and then the team lead of the creative style team or any other team can designate a particular designer to deal with it so let me reveal you people how to develop and include a type 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 add view i recommend you people examine the view area 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 method to see um certain things on your board so close the type view and like i said 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 given the type they can submit 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 information in so you can truly simply produce any column with anything that you men require when a creative demand comes in make it a type share the kind sneak peek the program you guys how a kind appears like um the name of the request you want you want to include a specific quick 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 concern and so on etc um you can take this link after put one 2nd let me click on the type i can share it i can get this link or embed it in a website 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 demand test i can add a specific apply for example right now everything is in the preparation ideas stage and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest concern i wish to send it and let me show you people how it is available 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 after that it can be called ideas or demands being available in and then i can simply go ahead take it and move it to a certain group that i believe 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 on how you detail your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes awesome amazing awesome i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them also now i’ll simply give like a quick summary this is the individual column as you people understand we have our seven 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 item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one type can populate several columns on one board yes dell you are appropriate every column that you develop can be nearly every column you develop can be in a kind view and individuals can fill it out and it comes 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 concern but it’s generally a rating column um we have actually a. Monday Com 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 on 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 particularly i can see that it’s another board and then if i have a certain job i’m dealing with i can merely link them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you guys understand what this is but 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 reverse this so i could show you men remove due date mode generally what i wish to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Monday Com Portfolio Management