Monday Com Agile – Easily build, run, and scale

This article is focused on answering Monday Com Agile …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page requests think about it more like innovative requests from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish 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 ads so i’ll show you people that also and last but not least i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to show you people so i have it open and then we’re going to begin amazing okay let’s begin and landing page demand i’m assuming

 

you men i’m simply gon na show um speak about the essentials really quickly however i make certain you people know that this is a board every one of these are called a group and each row is called an item today we’re going to go over integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between customers or jobs and it actually just depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a brief prior to dealing with an innovative request is utilizing the kind so a type generally takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re searching 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 create a kind however generally this type can be found in here and after that the group lead of the innovative design group or any other group can assign a specific designer to work on it so let me show you men how to include a kind and develop if anything is too quick 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 advise you men check the view section since it’s just another method to show um all your products simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i said it takes particular columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be given the form they can upload this file if you wish to need it you can always do a checkbox and after that they can’t send the form without filling this details in so you can really just produce any column with anything that you guys need when an innovative demand can be found in make it a form share the kind sneak peek the program you people how a kind appears like um the name of the request you desire you wish to add a specific short with a particular i understand each business has a specific structure that

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they use um when do you require it by the concern and so on etc um you can take this link after put one second let me click the form 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 simply reveal you men let’s fill it in and you can see um webinar demand test i can add a particular apply for example right now whatever remains in the preparation ideas stage and i need the innovative 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 wish to send it and let me reveal you men how it comes in on the board webinar demand test so it’s constantly going to come into the very first group which is necessary to know and then it can be called concepts or requests can be found in and then i can just proceed take it and move it to a certain group that i believe 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 board or another group depending upon how you detail your workflow just to make certain you men 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 simply compose yes so i can get feedback while you people are listening yay yes yes amazing awesome remarkable i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them too now i’ll just provide like a short summary this is the person column as you guys understand we have our 7 core columns here and after that 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 soon um dale you just ask assuming one kind can occupy numerous columns on one board yes dell you are correct every column that you create can be almost every column you develop can be in a kind view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a top priority one we called it top priority but it’s essentially a ranking column um we have actually a. Monday Com Agile

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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 after that if i have a certain project i’m working on i can just connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i enjoy the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not sure if you men understand 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 reverse this so i could show you people eliminate deadline mode generally what i want to do i wish 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 Agile