Monday Com Staff – Work Without Limits

This article is focused on answering Monday Com Staff …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 specific on boards which are usage cases for banner and landing page demands consider it more like innovative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that also and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to start amazing alright let’s start and landing page demand i’m presuming

 

you people i’m simply gon na show um talk about the essentials actually rapidly however i make certain you men know that this is a board each one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this in between customers or jobs and it truly just depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a quick before dealing with an innovative demand is utilizing the kind so a type generally 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 searching 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 kind however essentially this kind comes in here and after that the group lead of the creative design team or any other group can appoint a certain designer to deal with it so let me reveal you people how to add a type and develop if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men examine the view area due to the fact that it’s just another method to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i said it takes certain columns not the individual column naturally however other columns that you can conceal or make um viewable for the person that is going to be offered the form they can upload this file if you want to require it you can always do a checkbox and then they can’t submit the form without filling this details in so you can really simply create any column with anything that you guys need when an innovative demand comes in make it a type share the form sneak peek the show you men how a form looks like um the name of the demand you desire you wish to include a specific brief with a particular i know each company has a specific 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 simply make look i’ll simply show you men let’s fill it in and you can see um webinar request test i can include a certain file for example today whatever remains in the preparation ideas phase and i need the creative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern i want to send it and let me show you men how it comes in on the board webinar request test so it’s always going to enter the first group which is very important to understand and after that it can be called demands or concepts can be found in and then i can just go on take it and move it to a certain group that i believe it’s relevant 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 on how you detail 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 form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes remarkable amazing incredible i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them too today i’ll just provide like a short overview this is the individual column as you guys understand we have our seven 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 also on the item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one type can occupy numerous 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 a product on the board terrific so this is our column center what we use here is a concern one we named it priority but it’s generally a rating column um we have actually a. Monday Com Staff

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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 browse facebook it’s going to do a cross board search let me show you men 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 certain job i’m dealing with i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m unsure if you guys know what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could reveal you men eliminate deadline mode generally what i want to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Monday Com Staff