Monday Com Blog – Work Without Limits

This article is focused on answering Monday Com Blog …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 requests think about it more like innovative requests 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 email marketing um stability that we have with mailchimp and after that i want to show you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men 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 reveal you guys so i have it open and after that we’re going to begin remarkable okay let’s start and landing page demand i’m presuming

 

you men i’m just gon na show um discuss the basics truly quickly but i make certain you men 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 integrations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this between jobs or clients and it truly just depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a short before dealing with an innovative demand is using the kind so a form basically takes all your columns and makes it a link that other people 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 all right let me reveal you how to produce a kind however essentially this type can be found in here and after that the group lead of the innovative design team or any other team can designate a certain designer to work on it so let me reveal you guys how to include a kind and create if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you guys check the view section since it’s just another method to reveal um all your products just 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 kind view and like i stated it takes particular columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the form they can upload this file if you want to require it you can always do a checkbox and then they can’t submit the type without filling this details in so you can really simply develop any column with anything that you guys need when a creative request comes in make it a type share the type preview the program you men how a type looks like um the name of the demand you desire you wish to include a specific quick with a specific i know each business has a specific structure that

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they use um when do you need 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 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 add a specific declare example today everything remains in the preparation concepts phase and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern i wish to send it and let me reveal you men how it is available in on the board webinar demand test so it’s constantly going to come into the first group which is necessary to understand and then it can be called requests or ideas coming in and after that i can simply go on take it and move it to a particular group that i think it matters 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 outline your workflow just to make certain you men 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 awesome awesome i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them too but now i’ll simply offer like a brief introduction this is the person column as you guys know we have our 7 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are proper every column that you develop can be nearly every column you produce can be in a kind view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we use here is a priority one we called it top priority however it’s basically a rating column um we have actually a. Monday Com Blog

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file column and we have a tags column what i like 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 men 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 certain job i’m dealing with i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i like the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m unsure 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 deadline mode is let me undo this so i might reveal you men eliminate deadline mode essentially what i wish to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Monday Com Blog