Monday.Com For Task Management – Easily build, run, and scale

This article is focused on answering Monday.Com For Task Management …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 three specific on boards which are use cases for banner and landing page requests consider it more like imaginative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want 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 after that 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 too and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to start remarkable fine let’s begin and landing page request i’m presuming

 

you people i’m simply gon na reveal um speak about the essentials really rapidly however i make certain you men know 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 discuss 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 customers or tasks and it actually just depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick before dealing with an imaginative request is utilizing the type so a form generally 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 looking for the size of uh the banner that they desire the designer to create and i’ll okay let me show you how to produce a type but essentially this type can be found in here and after that the team lead of the imaginative style team or any other team can assign a specific designer to deal with it so let me reveal you men how to develop and add a type if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you guys examine the view area due to the fact that it’s simply another way to show um all your products just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i stated it takes certain columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be provided the form they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can truly just produce any column with anything that you people require when an imaginative demand is available in make it a form share the kind preview the show you men how a type appears like um the name of the request you desire you wish to include a specific brief with a particular i know each company has a certain structure that

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they use 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 the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can include a certain file for example today everything remains in the preparation concepts phase and i need the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest priority i want to submit it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to enter the very first group which is essential to know and after that it can be called demands or concepts coming in and after that i can just proceed take it and move it to a certain group that i think 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 describe your workflow just to make sure you men 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 just compose yes so i can get feedback while you guys are listening yay yes yes incredible amazing awesome i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them too today i’ll simply offer like a short summary this is the individual column as you guys know 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one type can populate several columns on one board yes dell you are correct every column that you produce can be almost every column you develop can be in a kind view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a concern one we called it priority but it’s basically a rating column um we have a. Monday.Com For Task Management

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file column and we have a tags column what i enjoy 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 men 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 particular task i’m working on 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 enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m unsure if you people 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 due date mode is let me undo this so i might show you men get rid of deadline mode basically what i wish to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Monday.Com For Task Management