How To Use Monday.Com – Easily build, run, and scale

This article is focused on answering How To Use Monday.Com …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 specific on boards which are use cases for banner and landing page demands think of it more like creative requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that also and last but not least i’m going to show you control panels um so let’s begin in a minute i simply 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 amazing all right let’s start and landing page demand i’m presuming

 

you guys i’m just gon na reveal um discuss the fundamentals truly quickly however i make certain you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this in between clients or jobs and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a quick prior to working on a creative request is using the form so a form generally takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll all right let me reveal you how to create a type however basically this type is available in here and then the team lead of the imaginative design group or any other team can designate a certain designer to deal with it so let me reveal you people how to add a kind and create 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 suggest you people check the view area due to the fact that it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you want 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 naturally but other columns that you can hide or make um viewable for the person that is going to be offered the form they can submit 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 actually simply create any column with anything that you men require when a creative request comes in make it a form share the kind sneak peek the program you people how a type looks like um the name of the demand you want you want to add a particular short with a certain i know each business has a particular structure that

gantt charts project management tool monday.com alternatives

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 second 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 appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a particular apply for example today whatever is in the preparation ideas stage and i need the innovative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest concern i wish to submit it and let me reveal you men how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is essential to know and then it can be called demands or ideas can be found in and then i can just go ahead 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 describe your workflow just to make certain you people 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 incredible remarkable incredible i’m glad you men are listening and understand whatever great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them as well now i’ll simply offer like a short overview this is the individual column as you men know we have our seven 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 item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can populate a number of columns on one board yes dell you are proper every column that you develop can be almost every column you create can be in a kind view and people can fill it out and it is available in as a product on the board excellent so this is our column center what we utilize here is a priority one we named it priority however it’s generally a ranking column um we have a. How To Use Monday.Com

monday.com, job management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, service, crm, user, job management software, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.

How To Use Monday.Com

How To Use Monday Com – Easily build, run, and scale

This article is focused on answering How To Use Monday Com …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 show you three specific on boards which are use cases for banner and landing page requests think about it more like imaginative demands from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that also and last but not least i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to start awesome fine let’s start and landing page demand i’m assuming

 

you people i’m simply gon na show um talk about the basics actually quickly but i make sure you men 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 go over integrations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this in between jobs or customers and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short prior to working on an innovative demand is utilizing the kind so a type generally takes all your columns and makes it a link that other individuals can fill out which they can upload 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 alright let me show you how to create a type but generally this type comes in here and after that the team lead of the creative style group or any other group can appoint a specific designer to deal with it so let me show you men how to include a type and develop if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you people inspect the view area because it’s just another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the form view and like i said it takes particular columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the form without filling this info in so you can really just develop any column with anything that you people need when an innovative demand comes in make it a type share the type preview the show you men how a type looks like um the name of the demand you want you want to include a particular quick with a particular i know each company has a specific structure that

gantt charts project management tool monday.com alternatives

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 kind 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 look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a specific file for example today whatever remains in the preparation ideas phase and i require the imaginative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest concern i wish to submit it and let me show you men how it comes in on the board webinar demand test so it’s always going to enter the first group which is necessary to understand and after that it can be called ideas or demands being available in and then i can simply go ahead take it and move it to a specific 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 detail your workflow just to make sure 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 write yes so i can get feedback while you men are listening yay yes yes amazing amazing awesome i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them too today i’ll simply provide like a brief overview this is the individual column as you men understand we have our seven core columns here and then we have more interesting 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 kind can occupy numerous columns on one board yes dell you are proper every column that you develop can be nearly every column you create can be in a form 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 utilize here is a concern one we called it concern however it’s generally a score column um we have actually a. How To Use Monday Com

monday.com, job management, tool, software, rates, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, project management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, dashboard.

How To Use Monday Com