Monday Com Documentation – Easily build, run, and scale

This article is focused on answering Monday Com Documentation …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page demands consider it more like creative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that also and lastly i’m going to show you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to show you people so i have it open and after that we’re going to begin remarkable alright let’s begin and landing page request i’m presuming

 

you guys i’m simply gon na show um discuss the basics truly rapidly but i’m sure you people understand that this is a board every 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 enjoyable stuff so the method i divided my board here is between months however you can do this between clients or jobs and it actually simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief prior to dealing with an innovative request is using the type so a form 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 searching for the size of uh the banner that they desire the designer to develop and i’ll okay let me reveal you how to create a type but essentially this form can be found in here and then the group lead of the creative design team or any other group can appoint a certain designer to work on it so let me show you guys how to add a type and develop 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 add view i recommend you guys examine the view area due to the fact that it’s simply another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the form view and like i stated it takes specific columns not the individual column of course but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can upload this file if you want to need it you can constantly do a checkbox and then they can’t submit the kind without filling this details in so you can truly simply produce any column with anything that you guys require when an innovative demand comes in make it a form share the kind preview the program you guys how a type looks like um the name of the demand you want you want to include a certain quick with a particular i know each company has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the top priority and so on and so forth 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 people let’s fill it in and you can see um webinar demand test i can add a particular file for example right now everything is in the preparation ideas stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest concern i wish to submit it and let me show you guys how it can be found in on the board webinar request test so it’s always going to come into the very first group which is essential to understand and after that it can be called ideas or demands coming in and then i can simply proceed take it and move it to a specific group that i think 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 board or another group depending on how you describe your workflow just to make sure you guys 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 men are listening yay yes yes remarkable remarkable remarkable i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them too today i’ll simply give like a quick summary this is the person column as you guys know we have our 7 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 likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate several columns on one board yes dell you are correct 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 comes in as an item on the board excellent so this is our column center what we utilize here is a priority one we named it top priority but it’s basically a score column um we have a. Monday Com Documentation

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file column and we have a tags column what i love 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 after that if i have a specific task i’m dealing with i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you men understand what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i might reveal you guys eliminate due date mode essentially what i want to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Monday Com Documentation