Monday Com Knowledge Base – Easily build, run, and scale

This article is focused on answering Monday Com Knowledge Base …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 show you three specific on boards which are usage cases for banner and landing page demands consider it more like innovative requests from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review 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 reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you men that too and finally i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to show you people so i have it open and then we’re going to begin awesome alright let’s start and landing page request i’m presuming

 

you guys i’m simply gon na reveal um discuss the basics actually rapidly however i make certain you people 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 discuss 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 customers or projects and it truly just depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a short prior to working on an imaginative demand is using the type so a type essentially takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll all right let me show you how to create a form however generally this type is available in here and then the group lead of the creative design team or any other group can assign a particular designer to work on it so let me reveal you men how to create and include a form 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 include view i suggest you guys inspect the view area because it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the kind view and like i stated it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be offered the form they can submit this file if you want to require it you can constantly do a checkbox and then they can’t send the kind without filling this information in so you can truly simply create any column with anything that you guys require when an imaginative request can be found in make it a kind share the kind sneak peek the program you guys how a kind looks like um the name of the demand you want you want to include a particular brief with a certain i know each company has a certain structure that

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they use um when do you need it by the concern and so on and so forth 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 simply make look i’ll just show you guys let’s fill it in and you can see um webinar demand test i can include a certain declare example today whatever is in the preparation ideas stage and i require the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest top priority i wish to send it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to enter the first group which is very important to understand and then it can be called demands or ideas being available in and after that i can just go on take it and move it to a certain group that i think it matters 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 board or another group depending on how you outline your workflow just to make certain you guys are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes remarkable awesome amazing i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them too and now i’ll just provide like a short introduction this is the person column as you guys understand we have our seven 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 also on the product itself and also as a view we’ll get to that um soon um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are proper every column that you develop can be nearly every column you create can be in a kind view and people can fill it out and it comes in as an item on the board great so this is our column center what we use here is a priority one we named it top priority but it’s generally a ranking column um we have a. Monday Com Knowledge Base

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Monday Com Knowledge Base