Monday Com Dashboard Tutorial – Work Without Limits

This article is focused on answering Monday Com Dashboard Tutorial …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page demands think of it more like creative requests from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show you a sneak 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 people that too and finally i’m going to reveal you control panels um so let’s start in a minute i just wish to bring up the um thing that i wanted to show you people so i have it open and then we’re going to begin amazing fine let’s start and landing page demand i’m assuming

 

you people i’m simply gon na show um talk about the fundamentals really quickly but i’m sure you men know 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 combinations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between projects or clients and it actually simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a brief before working on a creative demand is utilizing the form so a kind basically takes all your columns and makes it a link that other individuals can complete which they can publish 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 form but basically this kind is available in here and then the group lead of the creative design group or any other team can appoint a particular designer to work on it so let me reveal you men how to include a type and develop if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men inspect the view area since it’s just another way to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type view and like i stated it takes particular columns not the person column obviously however other columns that you can conceal 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 details in so you can truly simply develop any column with anything that you men require when an innovative request is available in make it a kind share the type preview the show you people how a kind appears like um the name of the request you desire you wish to include a certain quick with a specific i know each business has a specific structure that

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they utilize um when do you require it by the priority and so on etc um you can take this link after put one second let me click on the type 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 appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can add a certain declare example right now whatever is in the preparation ideas phase and i require the creative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest top priority i wish to submit it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to enter into the first group which is important to understand and then 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’s relevant for in this case it needs 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 describe your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes amazing amazing amazing i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them too but now i’ll simply provide like a quick introduction this is the person column as you men know we have our 7 core columns here and then we have more interesting 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 soon um dale you just ask assuming one type can occupy numerous columns on one board yes dell you are proper every column that you create can be nearly every column you develop can be in a type view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a priority one we named it concern but it’s basically a rating column um we have a. Monday Com Dashboard Tutorial

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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 search facebook it’s going to do a cross board search let me reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular task i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m uncertain if you guys understand what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i might show you people get rid of due date mode generally what i wish to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Dashboard Tutorial