Monday Com Notes – Easily build, run, and scale

This article is focused on answering Monday Com Notes …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page demands think about it more like creative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that too and finally i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you people so i have it open and then we’re going to begin remarkable fine let’s begin and landing page request i’m assuming

 

you guys i’m simply gon na reveal um talk about the fundamentals actually quickly but i make sure you people understand that this is a board every one of these are called each row and a group is called a product today we’re going to review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this in between clients or projects and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short before dealing with an innovative request is utilizing the form so a form essentially takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll alright let me show you how to create a form but basically this form is available in here and then the group lead of the creative design team or any other group can designate a certain designer to work on it so let me reveal you people how to develop and include a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men check the view area due to the fact that it’s just 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 method to see um particular things on your board so close the form view and like i stated it takes certain columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be given the form they can submit this file if you wish to need it you can always do a checkbox and after that they can’t submit the type without filling this information in so you can actually simply create any column with anything that you men need when an innovative demand can be found in make it a type share the form preview the program you guys how a kind looks like um the name of the demand you want you wish to include a certain quick with a certain i understand each business has a certain structure that

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they use 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 type 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 simply show you guys let’s fill it in and you can see um webinar demand test i can add a certain declare example right now whatever is in the planning ideas phase and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest concern i want to submit it and let me show you people how it can be found in on the board webinar demand test so it’s always going to enter the first group which is necessary to understand and then it can be called concepts or demands coming in and then i can just go on 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 describe your workflow simply to ensure you people 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 write yes so i can get feedback while you guys are listening yay yes yes incredible remarkable incredible i’m glad you men are listening and understand whatever excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them also now i’ll simply give like a quick summary this is the person column as you men know we have our seven core columns here and after that we have more interesting 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 soon um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are correct every column that you produce can be practically every column you develop can be in a kind view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a priority one we named it concern but it’s generally a ranking column um we have actually a. Monday Com Notes

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file column and we have a tags column what i enjoy about the tag column is if i click on this today 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 show 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 particular job i’m dealing with i can simply link them with tags and then i can cross board search it to what it matters for so i discover that extremely cool and i love i love the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m uncertain if you people understand what this is however 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 could show you people remove deadline mode generally what i wish to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Monday Com Notes