Monday Com Capterra – Work Without Limits

This article is focused on answering Monday Com Capterra …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 reveal you three specific on boards which are use cases for banner and landing page requests think of it more like innovative demands from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to show you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to start awesome all right let’s start and landing page demand i’m assuming

 

you people i’m simply gon na show um talk about the essentials really quickly but i’m sure you guys understand that this is a board each one of these are called each row and a group is called a product today we’re going to discuss integrations 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 between projects or customers and it truly just depends upon 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 quick before dealing with an imaginative request is using the type so a type basically takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll fine let me show you how to develop a kind but basically this type is available in here and after that the group lead of the imaginative design group or any other team can assign a particular designer to work on it so let me reveal you guys how to include a type and create 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 section since it’s just another way to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the form view and like i said it takes particular columns not the person column obviously but other columns that you can hide or make um viewable for the person that is going to be provided the form they can upload this file if you want to need it you can always do a checkbox and then they can’t send the form without filling this info in so you can really just create any column with anything that you people need when a creative demand comes in make it a type share the type preview the program you men how a type appears like um the name of the request you desire you want to include a particular quick with a specific i know each company has a certain structure that

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they use um when do you need it by the priority and so on etc um you can take this link after put one 2nd 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 simply make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a certain file for example right now whatever is in the planning concepts phase and i need the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest top priority i want to send it and let me show you people how it comes in on the board webinar demand test so it’s always going to come into the very first group which is necessary to understand and after that it can be called demands or ideas can be found in and then i can simply go on take it and move it to a specific group that i believe it matters for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another group or another board depending upon how you detail your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes awesome remarkable amazing i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them as well now i’ll simply provide like a quick overview this is the person column as you guys understand 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy a number of columns on one board yes dell you are correct every column that you create can be almost every column you produce can be in a kind view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a concern one we named it priority but it’s essentially a ranking column um we have a. Monday Com Capterra

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Monday Com Capterra