Monday Com Advanced Walkthrough – Easily build, run, and scale

This article is focused on answering Monday Com Advanced Walkthrough …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page demands think about it more like creative demands from designers content so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that as well and finally i’m going to show 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 guys so i have it open and then we’re going to start incredible all right let’s start and landing page demand i’m presuming

 

you men i’m just gon na show um talk about the basics really quickly but i make sure you guys know that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this in between clients or tasks and it truly 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 brief before working on a creative demand is using the kind so a form generally takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to produce and i’ll okay let me reveal you how to produce a form but essentially this form is available in here and then the group lead of the creative design team or any other group can assign a specific designer to deal with it so let me reveal you guys how to include a kind and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys inspect the view section since it’s simply another way to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the type view and like i said it takes particular columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the kind they can upload this file if you want to require it you can constantly do a checkbox and then they can’t send the form without filling this information in so you can really simply produce any column with anything that you men need when a creative request is available in make it a kind share the form preview the show you men how a type appears like um the name of the demand you want you want to add a certain quick with a specific i understand each business has a certain structure that

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they use um when do you require it by the priority and so on and so forth 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 website copy it send it to whoever let’s simply make appearance i’ll just show you guys let’s fill it in and you can see um webinar request test i can add a certain declare example today whatever is in the preparation ideas stage and i require the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s 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 always going to enter the first group which is essential to understand and then it can be called ideas or requests 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 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 on how you describe your workflow just to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes incredible incredible awesome i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them as well today i’ll simply provide like a quick overview this is the person column as you guys understand 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 also on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can populate a number of columns on one board yes dell you are proper every column that you develop can be practically every column you develop can be in a form view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a concern one we named it top priority however it’s generally a rating column um we have a. Monday Com Advanced Walkthrough

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file column and we have a tags column what i like 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 browse facebook it’s going to do a cross board search let me reveal you men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular project i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i like the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m not sure if you people know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could show you men eliminate deadline mode basically what i wish to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Monday Com Advanced Walkthrough