Monday Com Hipaa – Easily build, run, and scale

This article is focused on answering Monday Com Hipaa …I’m a customer success supervisor 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 use cases for banner and landing page requests think about it more like imaginative demands from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to start remarkable okay let’s start and landing page request i’m assuming

 

you guys i’m just gon na reveal um speak about the basics really quickly but i’m sure you people know that this is a board each 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 way i divided my board here is between months however you can do this between clients or jobs and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a brief before working on a creative request is utilizing the form so a type generally takes all your columns and makes it a link that other people can submit 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 develop and i’ll okay let me reveal you how to produce a form but generally this type can be found in here and then the group lead of the creative design team or any other team can assign a certain designer to deal with it so let me show you people how to add a kind and produce if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people inspect the view area since it’s simply 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 certain things on your board so close the kind view and like i said it takes certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can upload this file if you want to need it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can really just develop any column with anything that you people require when an innovative request comes in make it a type share the kind preview the show you guys how a type looks like um the name of the demand you desire you want to add a particular short with a specific i know each company has a specific structure that

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they use um when do you require it by the concern and so on etc um you can take this link after put one second let me click on the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a certain file for example right now whatever is in the planning concepts stage and i require 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 greatest priority i want to submit it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to come into the first group which is necessary to understand and then it can be called concepts or requests being available in and after that i can just go ahead 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 group or another board depending upon how you outline your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes awesome awesome awesome i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them as well today i’ll simply give like a short summary this is the individual column as you men know we have our seven 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 also on the item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy numerous 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 kind view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a concern one we called it priority but it’s generally a ranking column um we have a. Monday Com Hipaa

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file column and we have a tags column what i enjoy about the tag column is if i click on 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 show 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 just 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 love the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not sure if you guys know 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 could show you guys get rid of due date mode basically what i want to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Hipaa