Monday Com Budget Tracking – Easily build, run, and scale

This article is focused on answering Monday Com Budget Tracking …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 use cases for banner and landing page requests think of it more like innovative requests from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to begin incredible all right let’s start and landing page request i’m assuming

 

you guys i’m just gon na reveal um discuss the basics actually quickly but i make sure you men 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 review combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this in between customers or projects and it truly just depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a short prior to working on an imaginative request 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 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 fine let me reveal you how to produce a type however generally this type comes in here and after that the group lead of the imaginative style group or any other group can assign a specific designer to deal with it so let me reveal you men how to create and include a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you people check the view area since it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i stated it takes specific columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can submit 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 information in so you can really just develop any column with anything that you people need when a creative demand can be found in make it a kind share the form preview the program you men how a form appears like um the name of the request you want you wish to include a particular quick with a specific i understand each company has a specific structure that

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they use um when do you require it by the concern and so on and so forth 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 website copy it send it to whoever let’s just make look i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can add a certain file for example right now everything remains in the preparation concepts phase and i require the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest priority i want to submit it and let me reveal you guys how it can be found in on the board webinar request test so it’s always going to enter into the first group which is necessary to know and after that it can be called ideas or demands can be found in and then i can simply go on take it and move it to a particular group that i believe it’s relevant for in this case it needs 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 upon how you detail your workflow simply to ensure you men are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing amazing awesome i’m glad you men are listening and understand whatever great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them too but now i’ll simply offer like a quick overview this is the individual column as you people 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be nearly every column you produce can be in a kind view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a concern one we called it priority but it’s basically a ranking column um we have actually a. Monday Com Budget Tracking

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Monday Com Budget Tracking