Monday Com File Sharing – Easily build, run, and scale

This article is focused on answering Monday Com File Sharing …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 show you three particular on boards which are use cases for banner and landing page requests think about it more like creative requests from designers content 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 go over marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that also and last but not least i’m going to show you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin incredible fine let’s begin and landing page request i’m assuming

 

you men i’m just gon na show um speak about the basics truly quickly but i’m sure you guys understand that this is a board every one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this in between tasks or clients and it actually just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a brief before working on a creative request is using the form so a type basically takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll fine let me show you how to create a form but essentially this type is available in here and after that the team lead of the innovative design group or any other team can assign a specific designer to deal with it so let me show you men how to include a type and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men examine the view area because it’s just another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another way 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 obviously however other columns that you can conceal or make um viewable for the person that is going to be provided the type they can upload this file if you want to need it you can always do a checkbox and then they can’t submit the kind without filling this details in so you can truly simply create any column with anything that you people need when an innovative demand can be found in make it a type share the type sneak peek the show you people how a kind appears like um the name of the demand you want you wish to include a specific quick with a specific i understand 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 the type 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 file for example today everything is in the preparation concepts stage and i need the creative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest top priority i want to send it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to come into the first group which is necessary to understand and then it can be called concepts or requests can be found in and then i can simply go ahead take it and move it to a certain group that i believe it’s relevant 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 group or another board depending upon how you detail your workflow simply to ensure you men are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes amazing remarkable amazing i’m glad you people are listening and comprehend whatever terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them as well now i’ll just offer like a quick summary this is the person column as you people know we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um soon um dale you just ask assuming one type can occupy a number of columns on one board yes dell you are proper every column that you produce can be practically every column you produce can be in a form view and people can fill it out and it can be found in as an item on the board great so this is our column center what we utilize here is a concern one we named it priority however it’s basically a ranking column um we have a. Monday Com File Sharing

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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 browse facebook it’s going to do a cross board search let me show you guys how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific job i’m working on i can just 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 enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not sure if you people understand 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 reverse this so i could show you people get rid of deadline mode essentially what i wish to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday Com File Sharing