Monday Com Individual – Easily build, run, and scale

This article is focused on answering Monday Com Individual …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 demands consider it more like innovative demands from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply 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 remarkable fine let’s begin and landing page request i’m presuming

 

you guys i’m just gon na show um discuss the fundamentals actually rapidly but i make certain you men understand 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 review combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this between jobs or clients and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a short before dealing with an innovative request is using the type so a type generally takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll fine let me show you how to develop a form however basically this type is available in here and then the team lead of the creative style group or any other group can assign a particular designer to deal with it so let me reveal you men how to include a form and produce if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys inspect the view section because it’s just another method to show um all your items just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the kind view and like i stated it takes particular columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be given the type they can submit this file if you wish to require it you can always do a checkbox and then they can’t submit the form without filling this information in so you can really simply create any column with anything that you men require when an innovative demand can be found in make it a kind share the type sneak peek the program you men how a form appears like um the name of the request you want you want to include a particular short with a certain i know each business has a certain structure that

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they use um when do you require it by the concern and so on and so forth um you can take this link after put one second let me click on 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 look i’ll just show you men let’s fill it in and you can see um webinar request test i can add a certain declare example today everything remains in the preparation concepts phase and i need the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest top priority i want to send it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to enter into the first group which is very important to know and then it can be called demands or concepts being available in and then i can simply proceed take it and move it to a specific 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 on how you outline your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes amazing amazing awesome i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them as well now i’ll just provide like a quick introduction this is the person column as you men know we have our 7 core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can populate numerous columns on one board yes dell you are proper every column that you produce can be nearly every column you create can be in a type view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we utilize here is a top priority one we called it priority but it’s essentially a ranking column um we have a. Monday Com Individual

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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 search 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 after that if i have a specific job i’m dealing with i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i enjoy the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m unsure if you people 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 reverse this so i might reveal you guys eliminate due date mode essentially 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 Individual