Close Monday Com Account – Easily build, run, and scale

This article is focused on answering Close Monday Com Account …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests consider it more like imaginative requests from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign 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 slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that also and lastly 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 reveal you men so i have it open and after that we’re going to start incredible alright let’s begin and landing page request i’m presuming

 

you guys i’m simply gon na show um speak about the essentials truly rapidly but i’m sure you people know that this is a board each one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this between clients or jobs and it really simply depends on your workflow and the way we did it here to you can do it any way you want but a cool method to get a short prior to working on an innovative demand is using the form so a kind generally takes all your columns and makes it a link that other individuals can submit 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 create and i’ll okay let me reveal you how to create a kind but basically this form can be found in here and after that the group lead of the innovative design team or any other group can designate a certain designer to deal with it so let me show you guys how to include a kind and develop 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 add view i recommend you men check the view area due to the fact that it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the form view and like i stated it takes certain columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can publish this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can truly just produce any column with anything that you guys require when an innovative request comes in make it a type share the type sneak peek the program you people how a kind appears like um the name of the request you desire you wish to add a particular quick with a particular i understand each business has a specific structure that

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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one second let me click the type 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 appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can add a certain apply for example right now everything is in the planning concepts stage and i require the imaginative 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 concern i want to send it and let me show you people how it can be found in on the board webinar request test so it’s always going to enter the very first group which is necessary to understand and then it can be called requests or concepts can be found in and then i can just go on take it and move it to a specific group that i believe it matters for in this case it needs 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 just to make sure you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes amazing amazing amazing i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them also today i’ll just give like a brief summary this is the person column as you people understand we have our 7 core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy 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 kind view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we utilize here is a top priority one we called it top priority but it’s essentially a score column um we have actually a. Close Monday Com Account

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file column and we have a tags column what i love 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 particularly i can see that it’s another board and after that if i have a particular project i’m working on i can merely link them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m unsure if you men know what this is however 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 undo this so i might show you men get rid of deadline mode generally what i want to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Close Monday Com Account