Monday Com Saml – Work Without Limits

This article is focused on answering Monday Com Saml …I’m a customer success manager here at monday.com and we’re gon na have an advanced 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 requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project 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 sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that too and finally i’m going to show you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you men so i have it open and then we’re going to begin incredible all right let’s start and landing page request i’m assuming

 

you guys i’m simply gon na reveal um speak about the basics truly rapidly however i’m sure you guys know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this between customers or projects and it actually simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief prior to working on an innovative request is using the type so a kind generally 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 searching for the size of uh the banner that they want the designer to develop and i’ll fine let me reveal you how to create a kind however generally this form comes in here and then the group lead of the creative design team or any other group can appoint a certain designer to deal with it so let me show you people how to include a type and develop if anything is too fast 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 section due to the fact that it’s just another method to show um all your products simply 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 kind view and like i said it takes certain columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can upload this file if you want to need it you can always do a checkbox and then they can’t send the kind without filling this info in so you can actually simply produce any column with anything that you people need when an imaginative request comes in make it a kind share the kind preview the show you people how a type appears like um the name of the demand you desire you want to include a specific quick with a certain i understand each business has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the priority and so on and so forth um you can take this link after put one second let me click the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can include a particular declare example today whatever remains in the preparation concepts phase and i require the creative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in highest concern i want to send it and let me reveal you men how it comes in on the board webinar request test so it’s always going to enter the very first group which is necessary to understand and then it can be called demands or ideas can be found in and then i can just 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 sure you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes awesome remarkable awesome i’m glad you guys are listening and comprehend whatever 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 too but now i’ll simply provide like a quick summary this is the individual column as you men know we have our 7 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 likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate a number of columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a form view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a concern one we named it priority however it’s basically a ranking column um we have a. Monday Com Saml

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file column and we have a tags column what i love 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 reveal you guys 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 certain project i’m working on 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 like the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you people understand 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 reverse this so i might reveal you people get rid of deadline mode essentially what i want to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday Com Saml