Monday Com Roy Man – Work Without Limits

This article is focused on answering Monday Com Roy Man …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 three specific on boards which are use cases for banner and landing page requests consider it more like innovative requests from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that too and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin remarkable okay let’s begin and landing page request i’m presuming

 

you men i’m simply gon na reveal um discuss the essentials actually rapidly however i make sure you men 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 go over integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this between clients or projects and it really 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 brief before working on a creative request is utilizing the type so a type basically takes all your columns and makes it a link that other individuals can complete 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 create and i’ll okay let me reveal you how to create a type however generally this type comes in here and after that the team lead of the creative design team or any other team can assign a particular designer to deal with it so let me show you men how to develop and add a kind if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys check the view area because it’s just another way to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the form view and like i stated it takes particular columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can submit this file if you want to need it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can truly just create any column with anything that you guys need when an imaginative demand can be found in make it a form share the kind sneak peek the program you guys how a form appears like um the name of the demand you desire you want to add a specific short with a certain i know each business has a certain structure that

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they use um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click on 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 look i’ll just show you people let’s fill it in and you can see um webinar request test i can include a particular declare example today everything remains in the preparation ideas phase and i require the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in highest concern i want to send it and let me reveal you men how it comes in on the board webinar demand test so it’s always going to come into the first group which is necessary to understand and then it can be called demands or concepts being available in and after that i can simply go on take it and move it to a particular group that i think it’s relevant 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 board or another group depending upon 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 kind and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes awesome remarkable awesome i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them as well now i’ll simply offer 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 interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can populate a number of columns on one board yes dell you are appropriate every column that you produce can be almost every column you produce can be in a form view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a priority one we called it top priority however it’s essentially a score column um we have a. Monday Com Roy Man

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file column and we have a tags column what i like about the tag column is if i click 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 guys 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 dealing with i can simply connect them with tags and then i can cross board search it to what it matters for so i discover that extremely cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m unsure if you men 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 men get rid of due date mode essentially 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 Roy Man