Monday Com Evaluation – Easily build, run, and scale

This article is focused on answering Monday Com Evaluation …I’m a customer success manager here at monday.com and we’re gon na have an advanced 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 think about it more like creative demands from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that also and lastly i’m going to show you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start amazing okay let’s begin and landing page request i’m presuming

 

you guys i’m just gon na reveal um speak about the essentials really 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 in between customers or tasks and it actually just depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief prior to dealing with a creative request is utilizing the type so a kind essentially 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 looking for the size of uh the banner that they want the designer to produce and i’ll okay let me reveal you how to develop a form but basically this form comes in here and after that the group lead of the creative design group or any other team can assign a specific designer to work on it so let me show you guys how to add a form and create if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you people inspect the view section since it’s just another way to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the form view and like i said 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 type they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t send the kind without filling this info in so you can actually simply create any column with anything that you people require when an imaginative request comes in make it a kind share the type sneak peek the show you men how a type appears like um the name of the demand you want you want to add a specific short with a certain i know each company has a certain structure that

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they utilize um when do you need it by the 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 look i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a certain apply for example right now whatever is 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 need it by might 23rd and it remains in greatest top priority i want to send it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to come into the very first group which is very important to understand and after that it can be called concepts or demands coming in and after that i can simply proceed take it and move it to a particular group that i believe it matters for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another board or another group depending upon how you outline 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 comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes incredible awesome amazing i’m glad you people are listening and understand whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them as well and now i’ll just give like a quick summary this is the person column as you guys 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 also as a view we’ll get to that um soon um dale you just ask assuming one kind can populate a number of columns on one board yes dell you are appropriate every column that you create can be almost every column you create can be in a form view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a concern one we named it concern however it’s generally a score column um we have actually a. Monday Com Evaluation

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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 today 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 guys 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 certain job i’m dealing with i can just link them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not sure if you people know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i could show you people eliminate due date mode basically what i wish to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Monday Com Evaluation