Monday Com Link Two Boards – Work Without Limits

This article is focused on answering Monday Com Link Two Boards …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that also and finally i’m going to reveal you dashboards um so let’s start in a minute i just wish 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 okay let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na reveal um talk about the basics really quickly however i make certain you guys understand that this is a board every one of these are called each row and a group is called a product today we’re going to review integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this in between projects or clients and it truly just 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 quick prior to dealing with an innovative demand is utilizing the kind so a type essentially takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to create a type but essentially this type is available in here and then the group lead of the innovative style group or any other team can designate a specific designer to work on it so let me reveal you guys how to include a form and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you people check the view section due to the fact that it’s just another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the type view and like i said it takes specific columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can publish this file if you want to require it you can always do a checkbox and after that they can’t submit the kind without filling this details in so you can actually simply produce any column with anything that you men require when an innovative request can be found in make it a kind share the kind sneak peek the program you men how a type appears like um the name of the request you want you want to include a particular quick with a certain i understand each company has a particular structure that

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they use um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click on the kind 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 guys let’s fill it in and you can see um webinar demand test i can add a certain declare example today whatever remains in the planning ideas stage and i need the imaginative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in highest top priority i want to submit it and let me show you people how it is available in on the board webinar demand test so it’s always going to come into the very first group which is important to know and after that it can be called concepts or demands being available in and after that i can simply go ahead take it and move it to a particular group that i believe 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 ensure you guys 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 remarkable awesome amazing i’m glad you men are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them as well and now i’ll just offer like a brief introduction this is the person column as you men 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 also on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can populate a number of columns on one board yes dell you are correct every column that you develop can be almost every column you create can be in a form 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 utilize here is a concern one we named it top priority but it’s essentially a score column um we have actually a. Monday Com Link Two Boards

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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 particularly i can see that it’s another board and then if i have a particular task i’m dealing with i can just link them with tags and after that 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] okay um [Music] and yeah and i’m not sure if you men know what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could reveal you people eliminate due date mode essentially what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Monday Com Link Two Boards