Monday Com Admin – Easily build, run, and scale

This article is focused on answering Monday Com Admin …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 show you three specific on boards which are use cases for banner and landing page requests consider it more like imaginative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that too and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to show you men so i have it open and after that we’re going to begin remarkable okay let’s begin and landing page request i’m assuming

 

you men i’m simply gon na reveal um discuss the essentials really rapidly but i make certain you guys 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 enjoyable stuff so the way i divided my board here is in between months but you can do this between projects or clients and it truly just depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick prior to dealing with a creative demand is using the form so a kind essentially takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to develop a kind but basically this type is available in here and after that the group lead of the innovative design group or any other group can appoint a particular designer to deal with it so let me show you men how to add a type and develop 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 recommend you men inspect the view section due to the fact that it’s simply 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 certain things on your board so close the kind view and like i said it takes specific columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be given the type 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 type without filling this details in so you can actually just produce any column with anything that you men require when an innovative request is available in make it a kind share the form sneak peek the program you people how a form looks like um the name of the request you want you wish to include a specific short with a specific i understand each company has a particular 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 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 look i’ll just show you guys let’s fill it in and you can see um webinar request test i can include a certain apply for example right now whatever is in the planning concepts phase and i need the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest concern i want to submit it and let me show you people how it can be found in on the board webinar demand test so it’s constantly going to enter into the very first group which is important to know and then it can be called concepts or requests can be found in and then i can simply proceed take it and move it to a particular group that i think it’s relevant 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 board or another group depending upon how you detail your workflow simply 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 people are listening yay yes yes amazing amazing amazing i’m glad you men are listening and understand everything great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them also and now i’ll just give like a quick introduction this is the person column as you men understand we have our 7 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 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 populate a number of columns on one board yes dell you are proper every column that you produce can be practically every column you develop can be in a type 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 named it concern but it’s generally a rating column um we have actually a. Monday Com Admin

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file column and we have a tags column what i love about the tag column is if i click 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 search facebook it’s going to do a cross board search let me show you men 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 job i’m working on i can simply link them with tags and after that 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 get out of here [Music] all right um [Music] and yeah and i’m not sure if you guys know what this is but 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 guys eliminate deadline mode basically what i wish 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. Monday Com Admin