Monday Com Add View – Work Without Limits

This article is focused on answering Monday Com Add View …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 show you 3 particular on boards which are use cases for banner and landing page demands think about it more like creative 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 discuss marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish 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 show you men that also and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wished to show you people so i have it open and then we’re going to start amazing fine let’s start and landing page request i’m presuming

 

you men i’m simply gon na reveal um speak about the basics truly rapidly however i’m sure you guys understand 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 discuss 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 clients or tasks and it actually simply depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a short prior to dealing with a creative request is utilizing the type 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 trying to find the size of uh the banner that they desire the designer to create and i’ll alright let me reveal you how to create a type but generally this type can be found in here and then the team lead of the creative design team or any other group can designate a specific designer to deal with it so let me reveal you people how to include a form and develop if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you guys inspect the view area because it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the form view and like i said it takes particular columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the type 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 info in so you can truly simply create any column with anything that you people need when a creative demand comes in make it a type share the type preview the show you guys how a form appears like um the name of the request you want you want to add a particular brief with a certain i understand each business has a particular structure that

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they use 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 type 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 look i’ll simply show you men let’s fill it in and you can see um webinar demand test i can include a particular declare example right now whatever remains in the planning ideas phase and i require the innovative 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 priority i want to submit it and let me show you guys how it is available in on the board webinar request test so it’s always going to come into the first group which is very important to know and after that it can be called demands or concepts can be found in and after that i can just proceed 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 board or another group depending on how you describe your workflow simply to make sure you people 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 remarkable remarkable amazing i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them also today i’ll just offer like a quick overview this is the individual column as you people understand we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one kind can populate a number of columns on one board yes dell you are appropriate every column that you develop can be almost every column you produce can be in a form view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a priority one we called it concern but it’s basically a score column um we have actually a. Monday Com Add View

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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 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 show 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 particular task i’m working on i can merely connect them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i enjoy the tech college let me simply get out of here [Music] okay 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 way i connected them together and did due date mode is let me reverse this so i might show you guys remove due date mode basically what i want to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Monday Com Add View