Monday.Com For Meeting Notes – Easily build, run, and scale

This article is focused on answering Monday.Com For Meeting Notes …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 consider it more like creative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that also and lastly i’m going to show you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you people so i have it open and after that we’re going to begin amazing alright let’s begin and landing page demand i’m presuming

 

you guys i’m simply gon na reveal um discuss the basics actually quickly however i make sure you people understand that this is a board each one of these are called each row and a group is called a product today we’re going to go over combinations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this in between clients or jobs and it really just depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short prior to dealing with an innovative demand is using the kind so a kind basically takes all your columns and makes it a link that other people can complete 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 want the designer to develop and i’ll okay let me show you how to produce a form but generally this type can be found in here and then the team lead of the imaginative design team or any other group can designate a certain designer to work on it so let me reveal you guys how to include a kind and create if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people inspect the view area since it’s just 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 particular columns not the individual column naturally however other columns that you can conceal or make um viewable for the individual that is going to be given the form they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t send the type without filling this info in so you can truly just produce any column with anything that you people need when an imaginative request can be found in make it a type share the kind preview the show you guys how a type looks like um the name of the request you desire you want to include a specific quick with a certain i understand each company has a certain structure that

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they use 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 second 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 just make look i’ll simply show you men let’s fill it in and you can see um webinar request test i can include a certain file for example today everything is in the planning ideas phase and i require the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest top priority i want to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is very important to understand and after that it can be called demands or concepts coming in and after that i can simply go on 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 on how you outline 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 form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes remarkable amazing remarkable i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them as well today i’ll just give like a brief overview this is the person column as you men 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 assuming one type can occupy several columns on one board yes dell you are appropriate every column that you produce can be nearly every column you produce can be in a form view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a top priority one we called it top priority but it’s basically a rating column um we have a. Monday.Com For Meeting Notes

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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 reveal you men 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 project i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you people understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i might show you people get rid of deadline mode essentially what i wish to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Monday.Com For Meeting Notes