Linking Boards In Monday Com – Easily build, run, and scale

This article is focused on answering Linking Boards In Monday Com …I’m a customer success manager 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 think of it more like imaginative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that also and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to show you men so i have it open and after that we’re going to start amazing fine let’s begin and landing page request i’m presuming

 

you guys i’m just gon na show um discuss the essentials actually rapidly however i make certain you people understand that this is a board every one of these are called each row and a group is called a product today we’re going to review 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 customers or jobs and it actually just depends upon your workflow and the way 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 demand is using the type so a type generally 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 trying to find the size of uh the banner that they want the designer to create and i’ll all right let me show you how to create a type however basically this kind comes in here and after that the group lead of the innovative design group or any other team can designate a particular designer to deal with it so let me reveal you people how to create and include a form if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men examine the view area due to the fact that it’s just another way to reveal 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 specific things on your board so close the kind view and like i said it takes specific columns not the individual column naturally however other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can submit this file if you want to require it you can always do a checkbox and then they can’t submit the kind without filling this information in so you can really just produce any column with anything that you guys need when a creative demand can be found in make it a kind share the kind sneak peek the program you people how a form appears like um the name of the request you desire you want to add a specific brief with a certain i know each business has a particular structure that

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they use um when do you require it by the 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 simply make appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can include a certain declare example right now whatever is in the preparation concepts phase and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest top priority i want to send it and let me show you men how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is essential to know and after that it can be called ideas or demands can be found in and after that i can just proceed take it and move it to a particular group that i think it’s relevant 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 board or another group depending on how you describe 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 form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes amazing awesome incredible i’m glad you people are listening and understand whatever great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them too today i’ll just offer like a short introduction this is the individual column as you people know we have our seven core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one type can occupy numerous columns on one board yes dell you are proper every column that you produce 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 excellent so this is our column center what we utilize here is a top priority one we called it priority however it’s generally a rating column um we have a. Linking Boards In 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 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 specific job i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i enjoy the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you people understand what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i could show you guys remove deadline mode basically what i wish to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Linking Boards In Monday Com