Monday Com Helpdesk – Easily build, run, and scale

This article is focused on answering Monday Com Helpdesk …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 creative requests from designers content so on and so forth copywriters um a social media preparation 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 reveal 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 have the ability to integrate with facebook for facebook advertisements so i’ll show you men that too and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to start incredible okay let’s start and landing page demand i’m presuming

 

you men i’m just gon na show um discuss the basics actually rapidly however i make sure you guys understand 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 review combinations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this in between clients or jobs and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a short before working on an innovative demand is utilizing the type so a kind essentially takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to produce and i’ll fine let me show you how to create a type however basically this form can be found in here and after that the group lead of the imaginative design group or any other team can designate a certain designer to work on it so let me show you men how to include a type and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people inspect the view area since it’s simply another method to reveal 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 type view and like i stated 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 provided the type they can submit this file if you want to need it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can actually just develop any column with anything that you men require when a creative demand comes in make it a type share the kind sneak peek the program you people how a form looks like um the name of the request you want you want to include a specific short with a particular i know each business has a particular structure that

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they use um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click the kind 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 simply show you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example today everything is in the preparation concepts phase and i need the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest top priority i want to submit it and let me reveal you guys how it can be found in on the board webinar demand test so it’s constantly going to come into the first group which is necessary to know and after that it can be called concepts or demands coming in and then i can simply go on take it and move it to a certain 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 board or another group depending on how you detail your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes incredible amazing amazing i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them also now i’ll simply give like a quick summary this is the individual column as you people understand we have our seven core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be practically every column you develop can be in a type view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a concern one we called it top priority but it’s essentially a rating column um we have a. Monday Com Helpdesk

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Monday Com Helpdesk