Monday.Com For Law Firms – Work Without Limits

This article is focused on answering Monday.Com For Law Firms …I’m a customer success supervisor 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 requests consider it more like innovative requests from designers content so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that too and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to begin awesome alright let’s start and landing page demand i’m assuming

 

you guys i’m just gon na show um talk about the essentials truly rapidly but i’m sure you people understand that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this between clients or tasks and it truly just depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a quick prior to working on an imaginative request is utilizing the form so a form essentially takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to develop and i’ll all right let me show you how to develop a kind but generally this kind can be found in here and after that the team lead of the imaginative style group or any other group can assign a particular designer to deal with it so let me show you men how to create and add a kind 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 advise you guys check the view section because it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i stated it takes certain columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be given the kind they can publish this file if you want to need it you can always do a checkbox and after that they can’t submit the form without filling this information in so you can really just create any column with anything that you guys require when an innovative demand is available in make it a type share the form sneak peek the show you guys how a kind appears like um the name of the demand you desire you wish to include a particular short with a certain i understand each business 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 second let me click on the form 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 men let’s fill it in and you can see um webinar request test i can include a specific apply for example right now everything is in the preparation ideas phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest top priority i want to submit it and let me reveal you men how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is very important to know and then it can be called ideas or requests can be found 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 upon how you describe your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes incredible incredible awesome i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them as well and now i’ll just offer like a brief summary this is the person column as you people 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 also as a view we’ll get to that um soon um dale you just ask presuming one type can populate a number of columns on one board yes dell you are correct every column that you develop can be nearly every column you develop can be in a type view and individuals can fill it out and it can be found in as an item on the board great so this is our column center what we utilize here is a priority one we called it priority but it’s basically a rating column um we have actually a. Monday.Com For Law Firms

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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 browse 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 particularly i can see that it’s another board and then if i have a particular project i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i like the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not sure if you guys understand what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might show you guys remove deadline mode basically what i wish to do i wish to set as due date i want to take the status column but i could take any status column i have for example the. Monday.Com For Law Firms