Monday Com Create Team – Easily build, run, and scale

This article is focused on answering Monday Com Create Team …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated 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 of it more like innovative requests from designers content so on etc copywriters um a social media 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 show you an in email marketing um integrity that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that too 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 wanted to show you men so i have it open and then we’re going to begin remarkable okay let’s start and landing page demand i’m assuming

 

you guys i’m simply 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 discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this between projects or clients and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick prior to working on a creative demand is using the type so a type basically takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll fine let me show you how to produce a kind however essentially this form comes in here and then the group lead of the innovative style team 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 compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people examine the view section because it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i stated it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be offered the form they can submit this file if you wish to need it you can always do a checkbox and then they can’t send the type without filling this information in so you can really just produce any column with anything that you people need when an innovative demand comes in make it a type share the type sneak peek the program you men how a form appears like um the name of the demand you desire you wish to include a specific quick with a particular i know each company has a particular 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 on 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 just show you guys let’s fill it in and you can see um webinar demand test i can include a particular apply for example today everything remains in the preparation ideas stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest concern i wish to submit it and let me reveal you men how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is essential to know and after that it can be called demands or ideas can be found in and after that i can simply go on take it and move it to a particular group that i believe it matters 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 on how you outline 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 comprehended 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 guys are listening and comprehend whatever terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them too but now i’ll just offer like a brief overview this is the individual column as you men understand 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can populate several columns on one board yes dell you are appropriate every column that you develop can be practically every column you develop can be in a type 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 use here is a concern one we named it concern but it’s essentially a ranking column um we have actually a. Monday Com Create Team

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file column and we have a tags column what i love 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 browse facebook it’s going to do a cross board search let me reveal 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 job i’m dealing with i can merely connect them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i like the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not sure if you guys know what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could reveal you men eliminate deadline mode generally what i want to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Monday Com Create Team