This article is focused on answering How To Import A Spreadsheet Into Monday Com …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 show you 3 specific on boards which are use cases for banner and landing page requests think of it more like creative demands from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that as well and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to start amazing fine let’s begin and landing page request i’m presuming
you men i’m just gon na show um discuss the essentials really quickly however i make sure you people know that this is a board each one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more fun things so the way i divided my board here is between months however you can do this in between clients or projects and it actually just depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a short before working on an innovative demand is utilizing the kind so a type essentially takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to create and i’ll fine let me reveal you how to produce a type but basically this kind comes in here and then the group lead of the imaginative design group or any other group can designate a particular designer to work on it so let me show you guys how to produce and add a type 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 recommend you guys check the view section since it’s just another way to reveal 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 certain things on your board so close the form view and like i said it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be provided the type they can publish this file if you want to require it you can always do a checkbox and then they can’t submit the kind without filling this info in so you can actually just produce any column with anything that you people need when an imaginative request comes in make it a type share the kind preview the program you people how a kind looks like um the name of the request you want you wish to include a particular short with a specific i know each business has a certain structure that
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they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click the form 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 just show you guys let’s fill it in and you can see um webinar demand test i can include a specific file for example today whatever is in the preparation concepts stage and i need the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest top priority i wish to submit it and let me reveal you guys how it can be found in on the board webinar demand test so it’s constantly going to enter the very first group which is essential to know and after that it can be called concepts or requests coming in and after that i can just go ahead take it and move it to a specific 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 on how you detail your workflow just to ensure you guys 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 just write yes so i can get feedback while you guys are listening yay yes yes incredible awesome incredible i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them also today i’ll just give like a brief summary this is the person column as you men understand we have our 7 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 presuming one type can occupy several columns on one board yes dell you are appropriate every column that you develop can be practically every column you produce can be in a form view and people can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a concern one we named it concern but it’s basically a score column um we have a. How To Import A Spreadsheet Into Monday Com
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file column and we have a tags column what i love about the tag column is if i click 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 specifically i can see that it’s another board and then if i have a certain project i’m working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could reveal you people get rid of deadline mode generally what i wish to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. How To Import A Spreadsheet Into Monday Com