To Monday Com – Work Without Limits

This article is focused on answering To Monday Com …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 three specific on boards which are use cases for banner and landing page demands consider it more like creative requests from designers material so on etc copywriters um a social media planning and style 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 after that i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that too and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply wish 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 request i’m assuming

 

you guys i’m just gon na show um talk about the basics really rapidly however i’m sure you guys understand that this is a board each one of these are called each row and a group is called a product today we’re going to discuss integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months but you can do this between projects or customers and it truly just depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a short before working on an imaginative request is utilizing the form so a form essentially takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll all right let me show you how to create a kind however generally this form can be found in here and then the group lead of the innovative style team or any other team can appoint a certain designer to work on it so let me reveal you people how to add a kind and create if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys examine the view area since it’s simply another method to show 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 certain things on your board so close the kind view and like i said it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can publish this file if you want to need it you can constantly do a checkbox and then they can’t submit the form without filling this information in so you can actually just develop any column with anything that you people need when an innovative demand can be found in make it a type share the form preview the program you guys how a form looks like um the name of the request you desire you want to add a particular brief with a certain i understand each company has a specific structure that

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they utilize 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 2nd let me click on the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance i’ll just show you men let’s fill it in and you can see um webinar request test i can add a specific apply for example today everything remains in the preparation ideas stage and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest concern i wish to send it and let me show you men how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is important to understand and then 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 matters 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 board or another group depending upon how you describe 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 understood the form and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes incredible remarkable remarkable i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not familiar 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 person column as you people 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 also on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can populate several columns on one board yes dell you are right every column that you produce can be nearly every column you produce can be in a type view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a top priority one we called it top priority however it’s basically a ranking column um we have a. To Monday Com

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file column and we have a tags column what i enjoy about the tag column is if i click 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 search facebook it’s going to do a cross board search let me show you people 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 certain task i’m dealing with i can just link them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not sure if you men know what this is however 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 might show you guys remove due date mode generally what i want to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. To Monday Com