Monday.Com And Teams – Easily build, run, and scale

This article is focused on answering Monday.Com And Teams …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests consider it more like innovative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that as well and finally i’m going to reveal you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to start remarkable alright let’s start and landing page request i’m assuming

 

you guys i’m simply gon na reveal um talk about the fundamentals actually rapidly however i’m sure you guys understand that this is a board each 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 fun things so the method i divided my board here is between months but you can do this in between tasks or clients and it really simply 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 brief before working on an innovative demand is utilizing the kind so a type essentially 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 create and i’ll alright let me show you how to create a kind however essentially this form comes in here and then the group lead of the imaginative design group or any other group can appoint a certain designer to work on it so let me reveal you guys how to include a form and produce 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 people inspect the view section due to the fact that it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type 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 person that is going to be provided the type they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can really just produce any column with anything that you guys require when an innovative demand is available in make it a type share the form sneak peek the program you people how a kind looks like um the name of the demand you desire you want to include a certain 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 concern and so on etc um you can take this link after put one 2nd 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 look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a certain declare example today whatever is in the preparation concepts phase and i require the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest top priority i want to submit it and let me reveal you men how it can be found in on the board webinar demand test so it’s constantly going to enter into the first group which is necessary to know and after that it can be called requests or ideas coming in and then i can simply proceed take it and move it to a specific group that i believe 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 on how you outline your workflow simply to make certain 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 men are listening yay yes yes remarkable awesome awesome i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them also now i’ll simply give 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 also on the item 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 appropriate every column that you produce can be nearly every column you create can be in a form view and individuals can fill it out and it comes in as an item on the board terrific so this is our column center what we utilize here is a top priority one we called it priority but it’s essentially a ranking column um we have actually a. Monday.Com And Teams

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file column and we have a tags column what i love about the tag column is if i click 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 guys 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 certain task i’m working on i can simply connect them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m unsure if you people understand what this is however this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might show you guys get rid of due date mode basically what i wish to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Monday.Com And Teams