Monday Com Portfolio Management 2022

This article is focused on answering Monday Com Portfolio Management …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are usage cases for banner and landing page demands think of it more like imaginative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that too and last but not least 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 show you people so i have it open and then we’re going to begin amazing okay let’s begin and landing page request i’m assuming

 

you guys i’m simply gon na show um discuss the basics truly rapidly however i make certain you guys know that this is a board each one of these are called each row and a group is called an item today we’re going to go over combinations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this in between jobs or customers and it really simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief prior to working on an imaginative demand is utilizing the kind so a form essentially takes all your columns and makes it a link that other individuals 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 develop and i’ll all right let me reveal you how to create a type but essentially this kind can be found in here and then the group lead of the innovative style team or any other group can assign a certain designer to work on it so let me show you men how to produce and add a type if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men inspect the view section since it’s simply another method to show um all your products just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the type view and like i stated it takes certain columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be given the form they can submit this file if you want to need it you can always do a checkbox and after that they can’t submit the type without filling this information in so you can actually simply produce any column with anything that you guys need when a creative request comes in make it a kind share the type sneak peek the show you people how a form looks like um the name of the demand you want you wish to include a certain brief with a specific i understand each business has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the priority and so on etc um you can take this link after put one 2nd 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 appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a certain apply for example right now everything remains in the preparation concepts phase and i require the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest priority i wish to send it and let me show you men how it comes in on the board webinar demand test so it’s always going to enter the very first group which is very important to know and then it can be called requests or ideas coming in and then i can just go ahead take it and move it to a particular group that i think it’s relevant 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 group or another board depending on how you outline your workflow just to make sure 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 men are listening yay yes yes remarkable amazing awesome i’m glad you guys are listening and understand everything excellent 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 as well today i’ll just give like a quick introduction this is the person column as you guys know we have our seven 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can populate several columns on one board yes dell you are appropriate every column that you create can be almost every column you produce can be in a form view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a priority one we called it concern however it’s generally a rating column um we have actually a. Monday Com Portfolio Management

monday.com, task management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, job management software, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

Monday Com Portfolio Management

Monday Com Portfolio Management 2022

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 requests think about it more like creative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you men that as well and last but not least i’m going to reveal you control panels um so let’s start 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 then we’re going to start amazing all right let’s start and landing page demand i’m assuming

 

you guys i’m just gon na reveal um discuss the essentials really quickly but i make sure you men 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 between clients or tasks and it truly simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a quick before dealing with a creative demand is using the form so a kind essentially takes all your columns and makes it a link that other individuals can complete 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 create and i’ll all right let me reveal you how to create a form but generally this form comes in here and then the team lead of the innovative style group or any other group can designate a specific designer to deal with it so let me show you people how to include a type and develop if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men examine the view section since it’s simply another way to show 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 certain things on your board so close the type view and like i said it takes particular columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be given the form they can submit this file if you want to require it you can always do a checkbox and then they can’t send the form without filling this information in so you can truly simply develop any column with anything that you guys require when a creative request comes in make it a form share the type sneak peek the show you people how a type appears like um the name of the demand you want you wish to add a specific brief with a certain i understand each business has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the top priority and so on and so forth um you can take this link after put one 2nd let me click on the kind 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 show you guys let’s fill it in and you can see um webinar demand test i can include a particular apply for example right now everything is in the preparation concepts stage and i need the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest concern i want to submit it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to come into the first group which is very important to understand and then it can be called ideas or requests coming in and after that i can simply go on take it and move it to a certain group that i think 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 board or another group depending upon how you describe 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 understood the type and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes awesome incredible remarkable i’m glad you guys are listening and understand whatever great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them too now i’ll simply provide like a short summary this is the person column as you guys know 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 also on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one type can populate a number of columns on one board yes dell you are right every column that you produce can be practically every column you produce can be in a form view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a priority one we named it priority but it’s essentially a ranking column um we have a. Monday Com Portfolio Management

monday.com, job management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, option, crm, user, task management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

Monday Com Portfolio Management