Monday Com Spreadsheet – Work Without Limits

This article is focused on answering Monday Com Spreadsheet …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page requests think of it more like creative requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that also and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you people so i have it open and then we’re going to start awesome alright let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na show um talk about the basics really quickly but i make certain you people understand 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 review combinations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this between jobs or clients and it actually just depends on your workflow and the way we did it here to you can do it any way you want but a cool method to get a short prior to dealing with a creative demand is utilizing the type so a form basically takes all your columns and makes it a link that other individuals can complete which they can publish 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 create and i’ll all right let me show you how to produce a form but generally this type can be found in here and then the team lead of the creative style team or any other team can appoint a particular designer to work on it so let me show you people how to add a form and create if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys inspect the view area since 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 specific things on your board so close the type view and like i stated it takes particular columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the type they can publish this file if you wish to need it you can always do a checkbox and then they can’t submit the type without filling this information in so you can actually just create any column with anything that you people need when an innovative demand can be found in make it a form share the form preview the program you guys how a type looks like um the name of the demand you desire you want to add a particular short with a particular i know each business has a particular structure that

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they use um when do you need it by the top priority and so on and so forth um you can take this link after put one second 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 simply make appearance i’ll just show you men 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 require the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i wish to send it and let me show you people how it can be found in on the board webinar demand test so it’s constantly going to enter the very first group which is necessary to know and after that it can be called ideas or requests can be found in and after that i can simply go ahead take it and move it to a certain group that i believe 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 group or another board depending upon how you describe your workflow just to ensure you guys 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 just write yes so i can get feedback while you guys are listening yay yes yes awesome remarkable remarkable i’m glad you men are listening and understand whatever great um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them also but now i’ll simply offer like a brief summary this is the person column as you guys understand we have our seven 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy several columns on one board yes dell you are right every column that you develop can be nearly every column you produce can be in a kind view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a top priority one we named it top priority however it’s essentially a score column um we have a. Monday Com Spreadsheet

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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 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 show you guys how that works i can see that it’s my board particularly i can see that it’s another board and after that 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 matters for so i find that super cool and i love i love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you guys know what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i might show you men remove deadline mode basically what i want to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Monday Com Spreadsheet