Monday Com Agile – Work Without Limits

This article is focused on answering Monday Com Agile …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests consider it more like creative demands from designers content so on etc copywriters um a social networks preparation and design 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 integrity 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 be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that also and last but not least i’m going to show 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 men so i have it open and then we’re going to start awesome all right let’s start and landing page demand i’m assuming

 

you guys i’m just gon na reveal um talk about the basics really quickly but i make sure you people know that this is a board each one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this between jobs or clients and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a brief before working on a creative demand is using the kind so a type essentially takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll okay let me reveal you how to develop a form but basically this kind can be found in here and after that the team lead of the innovative design team or any other team can assign a specific designer to work on it so let me show you people how to develop and include a kind 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 advise you people check the view section because it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the kind view and like i said 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 offered the kind they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can actually just create any column with anything that you men need when a creative demand is available in make it a kind share the type preview the show you men how a type looks like um the name of the request you want you want to add a certain short with a specific i understand each company has a particular structure that

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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 second let me click on the type 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 guys let’s fill it in and you can see um webinar request test i can add a certain file for example right now whatever remains 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 might 23rd and it’s in greatest priority i want to send 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 very first group which is very important to know and after that it can be called requests or ideas coming in and after that i can simply proceed take it and move it to a certain group that i believe 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 describe your workflow just to ensure 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 simply write yes so i can get feedback while you people are listening yay yes yes awesome remarkable awesome i’m glad you people are listening and understand everything great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them also but now i’ll just give like a short overview this is the person column as you men 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one type can populate several columns on one board yes dell you are appropriate every column that you produce can be nearly 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 use here is a priority one we called it top priority but it’s basically a rating column um we have a. Monday Com Agile

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file column and we have a tags column what i enjoy 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 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 after that if i have a specific task i’m dealing with i can merely link them with tags and after that i can cross board search it to what it matters for so i find that super cool and i love i love the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you men understand what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i could reveal you men remove deadline mode essentially what i want to do i wish to set as deadline i want to take the status column but i could take any status column i have for example the. Monday Com Agile