Monday Com Support Chat – Work Without Limits

This article is focused on answering Monday Com Support Chat …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 particular on boards which are use cases for banner and landing page demands consider it more like imaginative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i want to show you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin awesome all right let’s start and landing page demand i’m assuming

 

you people i’m just gon na show um discuss the essentials really rapidly 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 go over 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 between customers or tasks and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a quick before working on an innovative demand is using the type so a form basically takes all your columns and makes it a link that other people can submit which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll alright let me show you how to produce a type however generally this type can be found in here and after that the team lead of the innovative style group or any other team can assign a particular designer to deal with it so let me reveal you people how to add a form and develop if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you men inspect the view section since it’s just another method to show um all your items 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 form view and like i stated it takes certain columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the kind they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can really simply produce any column with anything that you people need when a creative demand comes in make it a type share the kind preview the program you people how a kind looks like um the name of the demand you want you want to add a specific short with a specific i know each company has a certain structure that

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they use um when do you require it by the concern and so on etc um you can take this link after put one 2nd let me click 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 simply show you people 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 preparation ideas stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest priority i wish to submit it and let me show you men how it is available in on the board webinar request test so it’s always going to come into the first group which is important to understand and then it can be called ideas or demands coming in and then i can just proceed 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 group or another board depending on 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 type and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing remarkable 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 simply write me in the chat and i’ll go over them as well now i’ll simply provide like a short summary this is the person column as you guys know we have our 7 core columns here and after that 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 also as a view we’ll get to that um quickly um dale you just ask presuming one type can populate a number of columns on one board yes dell you are correct every column that you create 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 fantastic so this is our column center what we use here is a priority one we named it top priority but it’s generally a rating column um we have a. Monday Com Support Chat

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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 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 working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m uncertain if you people 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 due date mode is let me reverse this so i could reveal you people get rid of due date mode generally what i wish to do i want 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 Support Chat