Monday Com Milestones – Easily build, run, and scale

This article is focused on answering Monday Com Milestones …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 show you three particular on boards which are usage cases for banner and landing page demands think of it more like innovative demands from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that as well and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to start incredible alright let’s begin and landing page demand i’m assuming

 

you guys i’m simply gon na show um talk about the basics really quickly but i make certain you guys understand that this is a board each one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this between customers or projects and it truly just 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 quick prior to dealing with an innovative demand is utilizing the kind so a type basically takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll fine let me show you how to produce a form however generally this type comes in here and then the group lead of the innovative style team or any other group can assign a certain designer to work on it so let me show you people how to include a form and develop 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 suggest you people check the view area due to the fact that it’s simply another way to show 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 particular things on your board so close the type view and like i said it takes particular columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t submit the type without filling this details in so you can really just develop any column with anything that you men require when an imaginative demand can be found in make it a form share the kind preview the show you guys how a type appears like um the name of the demand you want you want to add a particular quick with a specific i know each company has a particular 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 2nd 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 look i’ll just show you men let’s fill it in and you can see um webinar demand test i can include a certain apply for example today everything remains in the preparation concepts phase and i require the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest concern i wish to send it and let me reveal you guys how it is available in on the board webinar request test so it’s always going to enter the first group which is very important to understand and after that it can be called requests or ideas can be found in and then i can simply go on take it and move it to a particular group that i think it matters for in this case it needs 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 upon how you describe 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 kind and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes awesome incredible amazing i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them too now i’ll just give like a short overview this is the individual column as you guys know 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 likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy numerous columns on one board yes dell you are right every column that you develop can be almost every column you produce can be in a form view and people 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 use here is a concern one we called it concern however it’s generally a rating column um we have a. Monday Com Milestones

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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 guys 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 certain project i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i find that extremely cool and i love i like the tech college let me just leave here [Music] alright 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 reverse this so i might reveal you guys eliminate deadline mode generally what i wish to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Milestones