Monday.Com Formula Use Cases – Easily build, run, and scale

This article is focused on answering Monday.Com Formula Use Cases …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 particular on boards which are usage cases for banner and landing page requests think of it more like creative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and then i want to reveal you a slip a preview 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 too and lastly i’m going to show you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to start incredible all right let’s begin and landing page request i’m assuming

 

you men i’m simply gon na reveal um speak about the basics actually rapidly but i make certain you men understand that this is a board every one of these are called each row and a group is called an item 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 but you can do this between clients or jobs and it really simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short before dealing with a creative demand is using the type so a kind generally 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 develop and i’ll okay let me reveal you how to develop a type but essentially this kind can be found in here and after that the group lead of the innovative design team or any other team can designate a particular designer to work on it so let me show you people how to add a kind and create if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys examine the view area because it’s simply another method to show um all your items just 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 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 provided the form they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can truly simply create any column with anything that you guys need when an imaginative request is available in make it a form share the type sneak peek the show you men how a form appears like um the name of the request you desire you wish to include a certain quick with a specific i understand each company has a specific 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 2nd let me click on the kind 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 appearance i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can include a specific declare example right now everything remains in the planning ideas phase and i require the imaginative 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 concern i want to submit it and let me show you people how it is available in on the board webinar request test so it’s always going to enter into the first group which is necessary to know and then it can be called concepts or demands being available in and then i can simply proceed take it and move it to a specific group that i think it’s relevant 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 upon how you describe your workflow simply to make certain 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 simply write yes so i can get feedback while you people are listening yay yes yes incredible awesome remarkable i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them also and now i’ll just give like a quick overview this is the person column as you men understand we have our seven core columns here and after that we have more interesting 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 presuming one type can populate several columns on one board yes dell you are right every column that you produce can be almost every column you produce can be in a type 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 utilize here is a top priority one we named it priority but it’s generally a score column um we have actually a. Monday.Com Formula Use Cases

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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 browse facebook it’s going to do a cross board search let me reveal you people 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 particular project i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i enjoy the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not exactly sure 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 deadline mode is let me reverse this so i might show you men get rid of deadline mode basically what i want to do i want 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 Formula Use Cases