Monday Com Checklist Feature – Easily build, run, and scale

This article is focused on answering Monday Com Checklist Feature …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 show you 3 specific on boards which are use cases for banner and landing page demands think of it more like innovative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that also and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to show you guys so i have it open and then we’re going to start remarkable okay let’s begin and landing page request i’m presuming

 

you guys i’m just gon na reveal um speak about the fundamentals actually quickly however i make sure you guys understand that this is a board each one of these are called each row and a group is called an item today we’re going to go over combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this in between projects or clients and it really simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a quick prior to working on an innovative request is using the kind so a kind generally takes all your columns and makes it a link that other people can fill out 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 create and i’ll all right let me show you how to produce a type however basically this form comes in here and then the team lead of the imaginative design group or any other team can appoint a particular designer to deal with it so let me show you guys how to include 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 advise you guys examine the view section since it’s simply another method to reveal 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 type view and like i stated it takes certain columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be given the kind they can publish this file if you want to need it you can always do a checkbox and then they can’t submit the kind without filling this info in so you can actually simply create any column with anything that you men require when an innovative request comes in make it a form share the type sneak peek the show you people how a kind looks like um the name of the demand you desire you wish to add a specific brief with a particular i know each business has a specific structure that

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they utilize um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click on 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 simply make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can include a particular declare example right now whatever remains in the preparation ideas phase and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest top priority i want to submit it and let me show you people how it comes in on the board webinar request test so it’s always going to come into the first group which is very important to know and then it can be called requests or ideas coming in and then i can just 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 describe your workflow just 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 type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes incredible amazing incredible i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them as well but now i’ll simply offer like a quick summary this is the individual column as you men 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy several columns on one board yes dell you are appropriate every column that you develop can be almost every column you produce can be in a form view and people can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a priority one we named it concern however it’s essentially a score column um we have a. Monday Com Checklist Feature

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Monday Com Checklist Feature