Monday.Com Attach Files – Work Without Limits

This article is focused on answering Monday.Com Attach Files …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 reveal you 3 specific on boards which are usage cases for banner and landing page demands think of it more like creative requests from designers material so on and so forth copywriters um a social media 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 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 be able to integrate with facebook for facebook ads so i’ll reveal you guys that too and finally i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to begin incredible okay let’s begin and landing page demand i’m assuming

 

you people i’m just gon na reveal um talk about the fundamentals really quickly however i’m sure you people understand that this is a board every one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this in between jobs or clients and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief before working on an imaginative request is using the form so a type essentially takes all your columns and makes it a link that other people can complete which they can upload 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 okay let me show you how to develop a form but generally this type can be found in here and after that the team lead of the creative style group or any other group can appoint a certain designer to deal with it so let me reveal you guys how to add a kind and produce if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you men inspect the view section because it’s just 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 method to see um particular things on your board so close the form view and like i stated it takes particular columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t send the kind without filling this info in so you can truly simply create any column with anything that you people require when an imaginative demand comes in make it a form share the kind sneak peek the program you people how a type appears like um the name of the demand you desire you wish to add a certain brief with a particular i know each business has a specific structure that

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they utilize um when do you require it by the concern and so on etc um you can take this link after put one second let me click 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 simply make look i’ll just show you guys let’s fill it in and you can see um webinar request test i can include a certain file for example today everything remains in the preparation ideas stage and i need the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in highest top priority i wish to send it and let me show you men how it comes in on the board webinar request test so it’s always going to come into the first group which is important to know and after that it can be called concepts or demands can be found in and after that i can simply proceed take it and move it to a specific group that i think it matters for in this case it requires 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 detail your workflow simply 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 just write yes so i can get feedback while you people are listening yay yes yes amazing remarkable incredible i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them also today i’ll just give like a brief summary this is the individual column as you people 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 product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy several columns on one board yes dell you are right every column that you create can be nearly every column you create can be in a form view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a priority one we called it priority however it’s essentially a rating column um we have a. Monday.Com Attach Files

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Monday.Com Attach Files