Monday.Com For Teams – Work Without Limits

This article is focused on answering Monday.Com For Teams …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 reveal you three particular on boards which are use cases for banner and landing page requests think of it more like imaginative 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 discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that also and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin amazing fine let’s begin and landing page demand i’m assuming

 

you people i’m simply gon na reveal um discuss the basics 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 go over combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this between customers or jobs and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick before working on a creative request is utilizing the type so a kind basically takes all your columns and makes it a link that other people can fill out which they can upload 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 alright let me reveal you how to produce a form but generally this type comes in here and after that the group lead of the innovative style group or any other team can appoint a particular designer to deal with it so let me reveal you people how to develop and include a form if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you people check the view area since it’s just another way 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 form view and like i stated it takes particular 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 form they can upload this file if you want to need it you can always do a checkbox and after that they can’t send the form without filling this details in so you can truly just develop any column with anything that you men require when an imaginative request comes in make it a type share the type preview the program you men how a form appears like um the name of the demand you desire you wish to include a particular quick with a certain i know each business has a certain structure that

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they utilize um when do you require it by the concern 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 look i’ll just show you men let’s fill it in and you can see um webinar demand test i can include a certain file for example today whatever is in the preparation concepts phase and i require the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest top priority i want to submit it and let me reveal you men how it can be found 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 concepts being available in and after that i can just go ahead take it and move it to a particular group that i believe it matters for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another group or another board depending on how you outline your workflow simply to ensure 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 incredible i’m glad you men are listening and understand everything great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them as well today i’ll simply give like a short introduction this is the person column as you men know we have our 7 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 also on the item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one kind can occupy numerous columns on one board yes dell you are correct every column that you develop can be practically every column you produce can be in a type view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we utilize here is a priority one we called it concern however it’s basically a score column um we have a. Monday.Com For Teams

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file column and we have a tags column what i love 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 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 specific task i’m dealing with i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i like the tech college let me just leave here [Music] alright um [Music] and yeah and i’m unsure if you people know what this is however 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 men get rid of due date mode essentially what i want 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 Teams