Monday Com Hacks – Easily build, run, and scale

This article is focused on answering Monday Com Hacks …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 reveal you 3 particular on boards which are usage cases for banner and landing page demands think about it more like innovative requests from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i want to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that too and last but not least i’m going to show you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin remarkable all right let’s begin and landing page request i’m presuming

 

you people i’m simply gon na reveal um discuss the essentials truly quickly however i make sure you guys 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 discuss combinations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this between customers or tasks and it truly simply depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with an innovative demand is utilizing the type so a form essentially takes all your columns and makes it a link that other people can fill out 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 produce and i’ll fine let me reveal you how to create a kind but essentially this type can be found in here and after that the team lead of the innovative style group or any other team can designate a specific designer to work on it so let me reveal you guys how to develop and include a type if anything is too quick 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 examine the view area due to the fact that it’s simply another method to show um all your products 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 kind view and like i said it takes particular 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 given the type they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the type without filling this info in so you can actually just create any column with anything that you men need when an imaginative demand comes in make it a form share the kind preview the program you guys how a type appears like um the name of the request you desire you wish to include a particular brief with a specific i know each business has a particular structure that

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they use um when do you require 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 form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a particular file for example right now whatever 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 need it by may 23rd and it remains in highest priority i want to submit it and let me show you men how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is necessary to know and then it can be called requests or ideas can be found 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 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 describe your workflow simply to make sure you guys 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 men are listening yay yes yes awesome remarkable awesome i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them too today i’ll simply give like a brief introduction this is the individual column as you people understand we have our seven core columns here and then 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 likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy a number of columns on one board yes dell you are proper every column that you create can be nearly every column you develop can be in a kind view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we use here is a concern one we called it top priority however it’s basically a ranking column um we have a. Monday Com Hacks

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file column and we have a tags column what i love 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 show you people 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 certain task i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i like the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you men 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 reveal you people get rid of deadline 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 Hacks