Monday Com Case Studies – Easily build, run, and scale

This article is focused on answering Monday Com Case Studies …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page demands think about it more like imaginative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you men that also and lastly i’m going to show you control panels um so let’s start in a minute i just want 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 remarkable all right let’s begin and landing page demand i’m assuming

 

you men i’m simply gon na reveal um talk about the fundamentals truly quickly however i’m 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 go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this between clients or tasks and it truly 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 quick prior to working on an innovative request is using the type so a form generally takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll okay let me reveal you how to develop a form but basically this type is available in here and after that the group lead of the imaginative style team or any other group can designate a specific designer to deal with it so let me reveal you guys how to add a form 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 include view i recommend you men examine the view section since it’s simply another method to show um all your products just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the kind view and like i said it takes specific columns not the person column of course however other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can truly simply create any column with anything that you men require when an innovative request comes in make it a form share the type preview the program you guys how a kind looks like um the name of the demand you want you wish to include a particular brief with a certain i understand each company has a specific structure that

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they use um when do you need it by the concern 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 website copy it send it to whoever let’s just make look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a particular declare example today whatever is in the preparation concepts phase and i need the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest top priority i wish to submit it and let me reveal you men how it is available in on the board webinar demand test so it’s always going to enter into the first group which is important to know and then it can be called demands or ideas can be found in and after that i can just proceed take it and move it to a specific group that i think it’s relevant 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 outline your workflow simply to make certain you people 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 guys are listening yay yes yes remarkable incredible awesome i’m glad you men are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them as well but now i’ll just provide like a quick introduction this is the individual column as you men know 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 item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one type can occupy a number of columns on one board yes dell you are correct every column that you create can be practically every column you create can be in a type view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a top priority one we called it concern but it’s essentially a rating column um we have actually a. Monday Com Case Studies

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file column and we have a tags column what i like 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 project i’m working on i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m uncertain if you people understand what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might show you men eliminate deadline mode generally what i want to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Monday Com Case Studies