Monday.Com Linking Boards – Easily build, run, and scale

This article is focused on answering Monday.Com Linking Boards …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 particular on boards which are usage cases for banner and landing page requests think of it more like creative demands from designers content so on and so forth copywriters um a social networks 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 show you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin amazing alright let’s start and landing page request i’m presuming

 

you guys i’m just gon na reveal um discuss the basics actually quickly however i make sure you people know that this is a board every one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this between projects or clients and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a quick before working on an innovative demand is using the form so a kind generally takes all your columns and makes it a link that other people can complete 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 create and i’ll all right let me show you how to create a form however generally this form is available in here and after that the group lead of the imaginative design group or any other team can appoint a certain designer to deal with it so let me show you people how to create and include a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you guys inspect the view section due to the fact that it’s simply another method to reveal um all your items simply 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 but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the type without filling this information in so you can really just create any column with anything that you guys require when an imaginative request is available in make it a kind share the form sneak peek the program you men how a kind appears like um the name of the demand you want you wish to add a certain short with a certain i understand each business has a specific structure that

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they utilize um when do you need it by the top 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 just show you guys let’s fill it in and you can see um webinar demand test i can add a certain file for example right now everything remains in the planning ideas stage and i need the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest priority i wish to submit it and let me reveal you guys how it is available in on the board webinar demand test so it’s always going to enter into the very first group which is necessary to understand and after that it can be called demands or ideas being available in and after that i can just proceed take it and move it to a certain group that i believe it matters for in this case it requires 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 certain you guys 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 just compose yes so i can get feedback while you guys are listening yay yes yes remarkable incredible incredible i’m glad you guys are listening and comprehend everything fantastic 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 today i’ll just offer like a brief introduction this is the person column as you guys understand 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 also on the product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one kind can occupy several columns on one board yes dell you are right every column that you produce can be nearly every column you create can be in a kind view and people can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a priority one we called it concern but it’s basically a score column um we have actually a. Monday.Com Linking Boards

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file column and we have a tags column what i enjoy 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 reveal you men 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 project i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not sure if you guys understand 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 undo this so i might show you guys eliminate due date mode essentially what i want to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Monday.Com Linking Boards