Resource Management Monday Com – Work Without Limits

This article is focused on answering Resource Management Monday Com …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak 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 guys that as well and finally i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin remarkable fine let’s start and landing page demand i’m assuming

 

you people i’m just gon na show um discuss the essentials really quickly however i’m sure you guys 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 integrations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this between customers or projects and it truly just depends on 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 short prior to dealing with an imaginative request is using the type so a kind basically takes all your columns and makes it a link that other people 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 desire the designer to develop and i’ll all right let me reveal you how to create a kind however essentially this kind comes in here and after that the team lead of the imaginative style team or any other group can assign a certain designer to deal with it so let me show you guys how to produce and include a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people check the view section due to the fact that it’s just another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i stated it takes particular columns not the person column naturally however other columns that you can conceal 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 constantly do a checkbox and after that they can’t send the form without filling this info in so you can truly just produce any column with anything that you people need when an imaginative request comes in make it a type share the type preview the show you men how a kind appears like um the name of the demand you desire you want to include a certain brief with a certain i know each company has a particular structure that

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they use um when do you require it by the top priority 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 just make look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a certain declare example right now whatever remains in the preparation concepts stage and i require the imaginative 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 top priority i want to send it and let me show you people how it comes in on the board webinar request test so it’s constantly going to come into the very first group which is important to understand and then it can be called requests or concepts coming in and after that i can just proceed take it and move it to a specific group that i believe 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 detail your workflow simply to make certain you men 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 just compose yes so i can get feedback while you people are listening yay yes yes incredible incredible amazing i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them too now i’ll just offer like a short summary this is the individual column as you men 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 likewise 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 populate numerous columns on one board yes dell you are right every column that you create can be nearly every column you create can be in a type view and people can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a concern one we named it top priority but it’s basically a score column um we have a. Resource Management Monday Com

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file column and we have a tags column what i like 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 reveal you people 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 task i’m dealing with i can simply connect 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 enjoy the tech college let me just leave here [Music] all right um [Music] and yeah and i’m unsure if you guys 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 deadline mode is let me undo this so i could reveal you men get rid of deadline mode essentially what i wish to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Resource Management Monday Com