Monday.Com For Consultants – Work Without Limits

This article is focused on answering Monday.Com For Consultants …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to go over 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 slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you guys that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal 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 men i’m simply gon na reveal um discuss the fundamentals truly rapidly however i make sure you men understand that this is a board each one of these are called a group and each row is called a product today we’re going to review combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months but you can do this between clients or projects and it truly simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short before working on an imaginative request is utilizing the form so a kind generally takes all your columns and makes it a link that other people can submit which they can publish 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 all right let me show you how to create a type however generally this form can be found in here and after that the team lead of the creative design group or any other team can designate a specific designer to deal with it so let me show you men how to create and add a type 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 add view i recommend you people check the view section because it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the type view and like i stated it takes certain columns not the individual column of course but other columns that you can hide or make um viewable for the person that is going to be given the kind they can upload this file if you wish to need it you can always do a checkbox and then they can’t send the kind without filling this information in so you can actually just develop any column with anything that you people require when an innovative demand is available in make it a type share the form preview the show you guys how a form looks like um the name of the demand you want you wish to include a specific quick with a certain i understand each company has a specific structure that

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they utilize 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 type i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a particular file for example right now whatever remains in the planning concepts stage and i require the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest top priority i want to send it and let me reveal you guys how it comes in on the board webinar demand test so it’s constantly going to come into the first group which is very important to know and then it can be called demands or ideas coming in and then i can just go ahead take it and move it to a particular group that i believe it’s relevant 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 board or another group depending upon how you describe your workflow simply to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes amazing awesome awesome i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too but now i’ll just offer like a short overview this is the person column as you people understand 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy numerous columns on one board yes dell you are correct every column that you produce can be nearly every column you produce can be in a type view and individuals can fill it out and it is available in as an item on the board great so this is our column center what we use here is a concern one we named it priority however it’s basically a rating column um we have a. Monday.Com For Consultants

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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 right now 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 reveal you men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a specific project i’m working on i can just connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you people understand what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could show you guys remove deadline mode basically what i wish to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday.Com For Consultants