Monday Com Document Management – Easily build, run, and scale

This article is focused on answering Monday Com Document Management …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 3 specific on boards which are usage 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 desire kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that too and last but not least i’m going to show you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you men so i have it open and then we’re going to begin awesome okay let’s begin and landing page request i’m assuming

 

you men i’m just gon na reveal um talk about the essentials really quickly however i make certain you people 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 integrations 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 projects or clients and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a short before working on an innovative request is utilizing the type so a form basically takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll alright let me reveal you how to create a type however basically this form comes in here and after that the team lead of the imaginative design team or any other team can appoint a certain designer to work on it so let me reveal you men how to develop 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 advise you men check the view section since it’s just another way to show um all your products simply 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 said it takes certain columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can submit this file if you want to need it you can always do a checkbox and then they can’t submit the type without filling this info in so you can actually just produce any column with anything that you people require when an imaginative request is available in make it a kind share the type sneak peek the show you guys how a form looks like um the name of the demand you desire you wish to include a certain brief with a specific i know each business has a particular structure that

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they use um when do you require it by the concern and so on etc um you can take this link after put one 2nd 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 simply make appearance i’ll just show you guys let’s fill it in and you can see um webinar demand test i can add a specific file for example right now everything is in the planning concepts stage and i require the innovative department to assist 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 show you men how it can be found in on the board webinar request test so it’s constantly going to enter the first group which is important to know and after that it can be called requests or concepts can be found in and then i can simply proceed take it and move it to a certain 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 upon how you detail your workflow simply to make certain you guys 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 men are listening yay yes yes incredible incredible incredible i’m glad you men are listening and understand everything great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them too and now i’ll just give like a brief summary this is the individual column as you men understand we have our 7 core columns here and then 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 likewise as a view we’ll get to that um soon um dale you just ask assuming one form can populate numerous columns on one board yes dell you are appropriate every column that you produce can be almost 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 great so this is our column center what we utilize here is a concern one we named it top priority however it’s basically a score column um we have a. Monday Com Document Management

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Monday Com Document Management