Monday Com Help – Easily build, run, and scale

This article is focused on answering Monday Com Help …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page requests consider it more like innovative requests from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that too and lastly i’m going to reveal you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to begin awesome alright let’s start and landing page demand i’m assuming

 

you people i’m just gon na reveal um talk about the essentials truly rapidly but i make certain you guys know 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 enjoyable things so the method i divided my board here is between months but you can do this in between customers or projects and it actually just depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief prior to working on an innovative request is using the form so a type basically takes all your columns and makes it a link that other people can submit which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to produce and i’ll alright let me reveal you how to develop a form however generally this type comes in here and after that the team lead of the creative style team or any other team can assign a specific designer to deal with it so let me show you people how to produce and add a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you people check the view section because it’s just another way to reveal 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 said it takes specific columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can publish this file if you want to require it you can always do a checkbox and then they can’t send the type without filling this details in so you can really just develop any column with anything that you guys need when a creative demand is available in make it a type share the form sneak peek the program you people how a kind appears like um the name of the request you desire you wish to add a particular short with a specific i understand each company has a certain structure that

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they utilize um when do you need it by the concern and so on etc 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 demand test i can add a particular file for example today everything is in the preparation ideas stage and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest top priority i wish to send it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to enter into the first group which is important to know and after that it can be called demands or ideas coming in and then i can simply proceed take it and move it to a specific group that i think it matters for in this case it needs to be done by might 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 just to make sure 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 just compose yes so i can get feedback while you men are listening yay yes yes awesome remarkable awesome i’m glad you men 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 review them as well and now i’ll simply provide like a short overview this is the person 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 also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you produce can be almost every column you create can be in a kind view and individuals can fill it out and it can be found in as a product on the board fantastic so this is our column center what we utilize here is a concern one we named it concern but it’s basically a score column um we have a. Monday Com Help

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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 search facebook it’s going to do a cross board search let me reveal you guys 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 link them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m uncertain if you guys know what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i could show you guys get rid of deadline mode generally what i wish to do i want 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