Project And Portfolio Management Ppm Software – Easily build, run, and scale

This article is focused on answering Project And Portfolio Management Ppm 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 show you three particular on boards which are usage cases for banner and landing page requests think about it more like imaginative demands from designers content 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 campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you people that also and finally i’m going to show you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin remarkable alright let’s begin and landing page request i’m assuming

 

you men i’m just gon na reveal um talk about the fundamentals really rapidly but i make sure you people understand 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 go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this in between tasks or clients and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a short before dealing with an imaginative request is utilizing the type so a form essentially takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll all right let me show you how to create a type however essentially this kind is available in here and then the team lead of the innovative design group or any other team can designate a certain designer to work on it so let me show you guys how to create and include a form if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you guys examine the view area since it’s simply 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 particular things on your board so close the type view and like i stated it takes specific columns not the person column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the form they can publish this file if you want to need it you can always do a checkbox and after that they can’t send the type without filling this details in so you can really just create any column with anything that you people require when an innovative demand comes in make it a form share the kind sneak peek the show you men how a type looks like um the name of the request you want you want to include a certain quick with a specific i know each business has a certain structure that

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they use um when do you need it by the top priority and so on etc 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 site copy it send it to whoever let’s just make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can include a specific apply for example right now everything is in the preparation ideas phase and i need the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest priority i wish to submit it and let me show you guys how it can be found in on the board webinar demand test so it’s constantly going to enter the first group which is essential to understand and after that it can be called ideas or requests can be found in and then i can just go on take it and move it to a certain group that i believe it matters for in this case it needs 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 just to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended 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 incredible remarkable i’m glad you guys are listening and understand 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 too now i’ll simply offer like a short overview this is the individual column as you people know we have our 7 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy a number of columns on one board yes dell you are correct every column that you create can be nearly every column you develop can be in a kind view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we use here is a top priority one we named it priority but it’s essentially a ranking column um we have actually a. Project And Portfolio Management Ppm Software

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file column and we have a tags column what i enjoy 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 browse facebook it’s going to do a cross board search let me reveal you guys 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 dealing with i can merely connect them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m uncertain if you men understand 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 people get rid of due date mode generally what i wish to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Project And Portfolio Management Ppm Software