Monday.Com For Operations – Easily build, run, and scale

This article is focused on answering Monday.Com For Operations …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page requests think about it more like innovative demands 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 discuss marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that as well and lastly i’m going to show you dashboards 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 awesome okay let’s start and landing page request i’m assuming

 

you guys i’m simply gon na show um talk about the essentials actually quickly but i’m sure you guys understand that this is a board each one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more fun things so the way i divided my board here is between months however you can do this between customers or jobs and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick prior to working on an innovative demand is using the form so a type basically takes all your columns and makes it a link that other people can fill out 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 produce and i’ll okay let me reveal you how to produce a type however essentially this kind comes in here and after that the team lead of the innovative style team or any other group can appoint a specific designer to deal with it so let me reveal you guys how to include a kind and develop if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys check the view section since it’s just another method to show um all your items just 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 form view and like i said it takes particular columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can actually just create any column with anything that you men need when a creative demand comes in make it a kind share the type sneak peek the show you guys how a form looks like um the name of the request you desire you want to include a specific short with a specific i understand each company has a certain 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 on 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 just make look i’ll just show you guys let’s fill it in and you can see um webinar request test i can add a certain file for example today everything remains in the planning concepts phase and i need the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest top priority i wish to submit it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to come into the very first group which is essential to know 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 particular group that i believe it’s relevant for in this case it requires 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 upon how you detail your workflow simply to ensure 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 just write yes so i can get feedback while you men are listening yay yes yes remarkable awesome incredible i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them also but now i’ll simply give like a quick overview this is the individual 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one type can populate numerous columns on one board yes dell you are appropriate every column that you create can be practically every column you create can be in a form view and people can fill it out and it can be found in as a product on the board terrific so this is our column center what we use here is a top priority one we named it top priority but it’s generally a score column um we have actually a. Monday.Com For Operations

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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 reveal you men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular job i’m working on i can just connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m unsure if you people understand 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 might show you people remove due date mode generally what i wish to do i wish to set as deadline i want to take the status column but i could take any status column i have for example the. Monday.Com For Operations