Monday Com Bolt Switch – Easily build, run, and scale

This article is focused on answering Monday Com Bolt Switch …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests think about it more like creative requests from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss 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 sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that also and lastly 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 wanted to reveal you men so i have it open and then we’re going to start amazing okay let’s start and landing page request i’m presuming

 

you guys i’m simply gon na show um discuss the fundamentals actually quickly but i make certain you men understand 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 review combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this between projects or customers and it actually just depends upon 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 short before dealing with an imaginative demand is using the kind so a type basically 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 produce and i’ll all right let me reveal you how to develop a type but basically this form comes in here and then the group lead of the imaginative style team or any other group can designate a particular designer to deal with it so let me show you guys how to produce and add a kind 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 include view i suggest you guys inspect the view area because it’s simply another way to show um all your items just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i said it takes certain 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 offered the form they can publish this file if you want to require it you can constantly do a checkbox and then they can’t submit the kind without filling this info in so you can truly just produce any column with anything that you people need when a creative demand can be found in make it a form share the form sneak peek the program you people how a form looks like um the name of the demand you desire you wish to add a certain quick with a certain i know each business has a certain structure that

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they use um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click the kind 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 simply reveal you guys let’s fill it in and you can see um webinar request test i can add a specific file for example right now whatever is in the preparation ideas phase and i require the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest top priority i wish to send it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to come into the very first group which is very important to know and after that it can be called ideas or demands being available in and after that i can simply 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 may so i’m going to keep it in this group i can move it to another group or another board depending on how you detail your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable incredible amazing i’m glad you men are listening and understand whatever fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them too today i’ll simply give like a quick introduction this is the individual column as you guys know we have our 7 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 product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy several columns on one board yes dell you are correct every column that you create can be practically every column you develop can be in a type view and individuals can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a priority one we called it top priority but it’s generally a score column um we have a. Monday Com Bolt Switch

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file column and we have a tags column what i enjoy 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 men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a specific task i’m dealing with i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i love the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you men 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 deadline mode is let me undo this so i could reveal you guys get rid of deadline mode basically what i wish to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Monday Com Bolt Switch