Monday Com Best Practices – Work Without Limits

This article is focused on answering Monday Com Best Practices …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 use cases for banner and landing page requests think of it more like creative demands from designers content so on etc copywriters um a social networks preparation and style 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 wish to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that as well and last but not least i’m going to reveal you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to start incredible all right let’s start and landing page demand i’m assuming

 

you guys i’m simply gon na show um speak about the essentials truly quickly but i make certain you people know 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 go over integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between customers or projects and it truly just depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a short prior to working on an imaginative request is using the type so a type essentially takes all your columns and makes it a link that other people can complete 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 create a kind however generally this type comes in here and after that the group lead of the creative design team or any other team can designate a certain designer to deal with it so let me show you guys how to create and include a type if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you men inspect the view area 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 way to see um specific things on your board so close the kind view and like i stated it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be given the kind they can submit this file if you want to need it you can always do a checkbox and then they can’t send the kind without filling this details in so you can actually just create any column with anything that you guys need when a creative request is available in make it a kind share the type preview the program you guys how a type appears like um the name of the request you desire you wish to add a specific short with a specific i know each business has a certain structure that

gantt charts project management tool monday.com alternatives

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 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 simply make look i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a particular file for example right now everything is in the preparation concepts phase and i require the imaginative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest priority i wish to send it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to come into the very first group which is essential to understand and then it can be called requests or ideas coming in and then i can simply go on take it and move it to a specific group that i think it’s relevant 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 upon how you describe your workflow simply 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 people are listening yay yes yes amazing amazing incredible i’m glad you people are listening and understand everything great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them also but now i’ll simply provide like a short summary this is the person column as you men know we have our seven core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate a number of columns on one board yes dell you are proper every column that you create can be almost every column you create can be in a form view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a top priority one we called it concern however it’s essentially a score column um we have a. Monday Com Best Practices

monday.com, job management, tool, software application, prices, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, job management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

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 search facebook it’s going to do a cross board search let me reveal you guys how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular job i’m working on i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i love the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m unsure 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 might show you men get rid of due date mode essentially what i want to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday Com Best Practices