Monday Com Dashboard Vs Board – Easily build, run, and scale

This article is focused on answering Monday Com Dashboard Vs Board …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 reveal you three specific on boards which are use cases for banner and landing page demands think about it more like imaginative demands from designers content 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 review marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that also and lastly i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start awesome fine let’s start and landing page request i’m presuming

 

you people i’m simply gon na show um talk about the fundamentals actually rapidly but i make certain you guys know 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 things so the method i divided my board here is in between months however you can do this between customers or jobs and it actually simply depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick before dealing with an innovative demand is using the form so a type basically takes all your columns and makes it a link that other individuals can fill out 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 alright let me reveal you how to produce a form however essentially this type comes in here and then the group lead of the innovative style group or any other group can appoint a certain designer to work on it so let me reveal you men how to create and add a form if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys check the view area since it’s simply another method to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the form view and like i said it takes certain 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 type they can submit 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 info in so you can truly simply produce any column with anything that you people need when an imaginative request can be found in make it a kind share the type preview the program you people how a form appears 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 particular structure that

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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click on 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 appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a specific file for example right now whatever is in the preparation concepts stage and i require the innovative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest top priority i want to submit it and let me reveal you men how it is available in on the board webinar demand test so it’s constantly going to come into the very first group which is very important to know and after that it can be called demands or concepts being available in and after that i can simply go ahead 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 upon how you outline your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes awesome remarkable amazing i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also and now i’ll just give like a quick introduction this is the person column as you men 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 item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can populate several columns on one board yes dell you are proper every column that you create can be almost every column you create can be in a type view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a concern one we called it top priority however it’s basically a rating column um we have a. Monday Com Dashboard Vs Board

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file column and we have a tags column what i enjoy about the tag column is if i click 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 people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain task 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] okay um [Music] and yeah and i’m unsure if you people know what this is however 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 due date mode basically what i want to do i wish 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 Dashboard Vs Board