Monday Com Epics – Work Without Limits

This article is focused on answering Monday Com Epics …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 3 particular on boards which are usage cases for banner and landing page demands think about it more like creative requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that as well and last but not least i’m going to show you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to begin amazing alright let’s begin and landing page request i’m assuming

 

you people i’m simply gon na show um speak about the essentials actually quickly however i’m sure you people understand that this is a board each one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this between projects or clients and it really 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 brief before working on an innovative demand 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 develop and i’ll fine let me reveal you how to create a type but essentially this form is available in here and then the group lead of the creative design team or any other team can appoint a particular designer to deal with it so let me show you guys how to add a form and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people examine the view section because it’s just another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i said it takes specific columns not the person column of course however other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t send the form without filling this information in so you can really just create any column with anything that you people need when an imaginative demand comes in make it a kind share the form sneak peek the show you people how a form looks like um the name of the demand you want you want to add a specific quick with a certain i understand each company has a particular structure that

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they use um when do you require it by the concern and so on and so forth um you can take this link after put one second let me click 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 just make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a particular file for example today everything is in the preparation ideas stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest priority i want to submit it and let me show you men how it is available in on the board webinar request test so it’s constantly going to enter the first group which is essential to know and then it can be called demands or ideas can be found in and then i can simply go ahead take it and move it to a certain 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 detail 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 type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable remarkable incredible i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them as well but now i’ll just provide like a short introduction this is the person column as you guys understand 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 likewise 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 type view and people can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a top priority one we called it concern but it’s generally a ranking column um we have actually a. Monday Com Epics

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file column and we have a tags column what i like about the tag column is if i click 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 show you people 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 particular task i’m working on i can merely connect them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i love the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you men understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i might reveal you guys eliminate due date mode generally what i wish to do i wish 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 Epics