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

This article is focused on answering Project And Portfolio Management Software Gartner …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative 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 creative demands from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that as well and finally i’m going to reveal you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to start remarkable alright let’s begin and landing page demand i’m presuming

 

you men i’m just gon na reveal um discuss the fundamentals truly rapidly 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 fun things so the method i divided my board here is between months but you can do this in between projects or customers and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick prior to working on a creative demand is utilizing the kind so a form basically 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 searching for the size of uh the banner that they desire the designer to produce and i’ll okay let me show you how to develop a kind however basically this kind can be found in here and after that the group lead of the imaginative design team or any other group can appoint a specific designer to work on it so let me show you people how to create and add a form if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you men inspect 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 form view and like i stated it takes certain columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be offered the form they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t submit the form without filling this information in so you can really simply produce any column with anything that you men require when an innovative demand comes in make it a form share the kind preview the show you men how a type appears like um the name of the demand you desire you wish to add a particular quick with a specific i know each company has a specific structure that

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they utilize um when do you require it by the concern and so on and so forth um you can take this link after put one second let me click on the kind 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 include a specific apply for example right now everything is in the planning concepts stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest concern i wish to send it and let me show you guys how it is available in on the board webinar demand test so it’s always going to come into the very first group which is important to know and after that it can be called ideas or requests can be found in and after that i can simply go ahead take it and move it to a particular group that i think 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 group or another board depending upon how you detail 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 simply compose yes so i can get feedback while you men are listening yay yes yes amazing amazing remarkable i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them too now i’ll just provide like a quick introduction this is the individual column as you men understand we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one type can populate a number of columns on one board yes dell you are appropriate every column that you develop can be nearly every column you create can be in a form view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we use here is a top priority one we named it priority but it’s generally a ranking column um we have a. Project And Portfolio Management Software Gartner

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file column and we have a tags column what i love 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 guys 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 specific task i’m dealing with i can simply link 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 love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m unsure if you guys 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 deadline mode is let me reverse this so i might reveal you guys remove due date mode generally what i wish to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Project And Portfolio Management Software Gartner