Monday Com Summary Board – Work Without Limits

This article is focused on answering Monday Com Summary Board …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 show you three specific on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want 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 want to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wished to show you people so i have it open and then we’re going to start remarkable all right let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na reveal um speak about the basics actually rapidly however i make sure you guys 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 combinations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this in between clients or jobs and it truly just depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a short before dealing with an innovative request is using the form so a form essentially takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll fine let me show you how to produce a type but basically this kind comes in here and then the group lead of the imaginative style team or any other group can designate a particular designer to deal with it so let me reveal you guys how to produce and include a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you guys check the view area 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 particular things on your board so close the kind view and like i stated it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be given the type they can upload this file if you want to require it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can truly just develop any column with anything that you guys require when a creative request is available in make it a form share the type preview the show you men how a type looks like um the name of the demand you want you wish to include a particular brief with a certain i understand each company has a certain structure that

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they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one 2nd let me click on the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll just show you men let’s fill it in and you can see um webinar request test i can add a particular declare example right now everything remains in the preparation concepts phase and i require the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest priority i wish to submit it and let me show you people how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is important to know and after that it can be called requests or ideas can be found in and then i can just go ahead take it and move it to a particular group that i think it matters for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another group or another board depending upon how you outline 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 form and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes awesome amazing awesome i’m glad you men are listening and understand whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them too and now i’ll simply give like a short overview this is the person column as you people understand 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one type can occupy several columns on one board yes dell you are proper every column that you develop can be practically every column you develop can be in a kind view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a priority one we called it concern however it’s basically a rating column um we have a. Monday Com Summary Board

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file column and we have a tags column what i enjoy 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 search 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 after that if i have a specific job i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i love the tech college let me simply leave here [Music] okay 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 method i connected them together and did deadline mode is let me reverse this so i might reveal you people eliminate deadline mode basically what i wish to do i wish to set as due date i wish to take the status column but i might take any status column i have for example the. Monday Com Summary Board