Monday.Com Basic Tutorial – Work Without Limits

This article is focused on answering Monday.Com Basic Tutorial …I’m a customer success manager here at monday.com and we’re gon na have an advanced 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 of it more like creative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wished to show you guys so i have it open and then we’re going to begin awesome alright let’s start and landing page request i’m presuming

 

you guys i’m simply gon na reveal um speak about the essentials actually rapidly but i make sure you guys 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 go over combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between jobs or customers and it truly simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a brief prior to dealing with a creative request is using the type so a kind basically takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll fine let me show you how to develop a kind but generally this kind comes in here and after that the team lead of the imaginative design team or any other group can assign a certain designer to work on it so let me show you people how to create and add a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys check the view area since it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i said it takes specific columns not the person column obviously but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can submit this file if you wish to need it you can always do a checkbox and after that they can’t send the form without filling this info in so you can actually just develop any column with anything that you people require when a creative demand is available in make it a kind share the kind preview the show you guys how a type appears like um the name of the request you desire you wish to add a certain brief with a certain i know each company has a specific 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 simply reveal you men let’s fill it in and you can see um webinar demand test i can add a particular apply for example today whatever is in the planning ideas stage and i need the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest concern i want to send it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to enter into the very first group which is necessary to understand and after that it can be called ideas or requests coming in and after that i can simply go ahead take it and move it to a certain group that i believe 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 describe 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 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 comprehend whatever great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them too and now i’ll simply offer like a quick overview this is the person 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 item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy a number of columns on one board yes dell you are right every column that you develop can be nearly every column you create can be in a kind view and people can fill it out and it comes 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 however it’s essentially a score column um we have a. Monday.Com Basic Tutorial

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Monday.Com Basic Tutorial