Monday Com Help Center – Easily build, run, and scale

This article is focused on answering Monday Com Help Center …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that as well 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 wanted to reveal you people so i have it open and after that we’re going to begin awesome fine let’s start and landing page demand i’m assuming

 

you people i’m simply gon na show um discuss the fundamentals actually rapidly however i make certain you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between clients or tasks and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a quick before dealing with an innovative demand is utilizing the type so a type generally takes all your columns and makes it a link that other individuals 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 alright let me reveal you how to produce a kind however generally this form is available in here and after that the group lead of the innovative style team or any other team can designate a certain designer to work on it so let me show you men how to add a form and create if anything is too quick 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 recommend you men examine the view area due to the fact that it’s just another method to show um all your products simply 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 type view and like i stated it takes specific columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can submit this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can truly simply produce any column with anything that you men require when an imaginative request is available in make it a kind share the kind preview the program you guys how a kind looks like um the name of the demand you want you wish to include a specific short with a certain i understand each business has a specific structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the priority and so on etc um you can take this link after put one second let me click 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 appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a specific file for example today everything remains in the preparation concepts stage and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest 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 constantly going to come into the very first group which is important to know and after that it can be called requests or concepts can be found 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 group or another board depending on how you detail your workflow simply to ensure you people 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 simply write yes so i can get feedback while you people are listening yay yes yes remarkable incredible remarkable i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them too now i’ll just offer like a short introduction this is the person column as you men understand 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy several columns on one board yes dell you are proper every column that you develop can be practically every column you create can be in a form view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a priority one we called it top priority however it’s essentially a ranking column um we have a. Monday Com Help Center

monday.com, project management, tool, software application, pricing, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, project management software, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.

file column and we have a tags column what i like about the tag column is if i click 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 guys 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 particular project i’m dealing with i can simply link them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not sure if you men know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i might show you people remove deadline mode generally what i want to do i wish 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 Help Center