How To Import Excel Sheet To Monday Com – Work Without Limits

This article is focused on answering How To Import Excel Sheet To Monday Com …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 reveal you 3 specific on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wished to show you people so i have it open and after that we’re going to begin remarkable fine let’s begin and landing page demand i’m presuming

 

you people i’m just gon na reveal um speak 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 a product today we’re going to discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this between tasks or clients and it really simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief prior to working on an imaginative request is using the kind so a type generally 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 searching for the size of uh the banner that they desire the designer to create and i’ll fine let me reveal you how to create a type however basically this kind is available in here and then the group lead of the imaginative style team or any other team can designate a specific designer to work on it so let me reveal you people how to produce and include a kind 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 suggest you men examine the view section because it’s just another method to reveal 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 kind view and like i stated it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the person that is going to be provided the kind they can submit 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 info in so you can actually just create any column with anything that you people require when an imaginative demand comes in make it a kind share the form sneak peek the program you men how a form looks like um the name of the request you desire you wish to include a certain quick with a certain i understand each business has a particular structure that

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they utilize um when do you require it by the priority 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 site copy it send it to whoever let’s just make appearance i’ll just reveal you men let’s fill it in and you can see um webinar request test i can add a particular file for example today everything remains in the preparation ideas stage and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest top priority i wish to submit it and let me reveal you men how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is necessary to understand and then it can be called requests or concepts can be found in and after that i can just go ahead take it and move it to a certain group that i think it’s relevant for in this case it needs 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 outline your workflow just to make certain 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 compose yes so i can get feedback while you guys are listening yay yes yes awesome awesome incredible i’m glad you people are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them as well but now i’ll just provide like a short introduction this is the individual column as you men know 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are right every column that you create can be nearly every column you develop can be in a form view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a concern one we called it concern but it’s essentially a rating column um we have a. How To Import Excel Sheet To 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 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 show 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 certain project i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i like the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m uncertain if you people know what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could show you men eliminate due date mode generally what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. How To Import Excel Sheet To Monday Com