Monday Com Inbox – Easily build, run, and scale

This article is focused on answering Monday Com Inbox …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page demands consider it more like creative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that also and finally i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wanted to show you people so i have it open and then we’re going to start awesome okay let’s begin and landing page request i’m assuming

 

you men i’m simply gon na show um talk about the fundamentals truly rapidly however i make certain you men understand that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this in between jobs or clients and it really simply 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 before working on a creative request is utilizing the form so a kind basically takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll fine let me show you how to develop a form but generally this kind can be found in here and then the group lead of the innovative design team or any other team can assign a particular designer to deal with it so let me reveal you people how to develop and add 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 suggest you people check the view area since it’s just another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i stated it takes particular columns not the person column of course however other columns that you can conceal or make um viewable for the person that is going to be given the type they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t send the type without filling this info in so you can really simply produce any column with anything that you people require when an innovative demand comes in make it a kind share the form sneak peek the program you guys how a type appears like um the name of the demand you desire you wish to include a certain quick with a particular i understand each company has a certain structure that

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they use um when do you require it by the priority and so on etc um you can take this link after put one second let me click 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 simply show you people let’s fill it in and you can see um webinar demand test i can add a certain apply for example right now everything remains in the planning ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i want to submit it and let me show you men how it comes in on the board webinar request test so it’s always going to enter into the first group which is very important to understand and then it can be called requests or ideas coming in and after that i can simply go on take it and move it to a specific group that i believe it’s relevant for in this case it requires to be done by might 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 certain you people are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes amazing awesome awesome i’m glad you people are listening and understand everything great um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them as well and now i’ll simply offer like a quick overview this is the individual column as you men understand 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy several columns on one board yes dell you are proper every column that you produce can be practically every column you develop can be in a kind view and individuals can fill it out and it can be found in as an item on the board great so this is our column center what we utilize here is a priority one we named it top priority however it’s essentially a ranking column um we have actually a. Monday Com Inbox

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file column and we have a tags column what i like about the tag column is if i click 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 reveal you men 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 specific job i’m working on i can merely link them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i love the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you people know what this is but 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 reverse this so i might reveal you men eliminate deadline mode generally what i want to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Monday Com Inbox