Monday Com Os – Easily build, run, and scale

This article is focused on answering Monday Com Os …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 reveal you 3 particular on boards which are usage cases for banner and landing page demands think about it more like imaginative requests from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that as well 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 after that we’re going to begin amazing all right let’s begin and landing page request i’m presuming

 

you people i’m just gon na reveal um talk about the fundamentals actually quickly but i make certain you people understand 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 way i divided my board here is in between months but you can do this between customers or jobs and it really simply 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 before working on an innovative demand is utilizing the type so a form basically takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll fine let me reveal you how to produce a type but generally this type can be found in here and then the group lead of the imaginative design group or any other team can designate a specific designer to work on it so let me show you people how to develop and include a type 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 include view i advise you people inspect the view area since it’s simply 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 specific things on your board so close the kind view and like i stated it takes certain 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 offered the form they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can really just produce any column with anything that you men require when an innovative demand comes in make it a type share the type sneak peek the program you people how a kind appears like um the name of the demand you desire you want to add a particular quick with a particular i understand each company has a certain structure that

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they utilize um when do you require it by the concern and so on etc 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 reveal you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example today whatever remains in the preparation ideas stage and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern i wish to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s constantly going to come into the very first group which is very important to know and then it can be called concepts or demands being available in and after that i can just go ahead take it and move it to a particular group that i think it’s relevant 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 detail your workflow simply to make certain you men 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 compose yes so i can get feedback while you people are listening yay yes yes amazing remarkable awesome i’m glad you people are listening and comprehend whatever fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them also today i’ll simply provide like a short summary this is the individual column as you men know we have our seven core columns here and after that 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 also as a view we’ll get to that um quickly um dale you just ask assuming one kind can populate a number of columns on one board yes dell you are appropriate every column that you produce can be almost every column you create can be in a form view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we utilize here is a top priority one we called it priority however it’s basically a ranking column um we have a. Monday Com Os

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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 browse facebook it’s going to do a cross board search let me reveal 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 particular task i’m working on i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m unsure if you men know what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i could show you guys get rid of due date mode basically what i wish 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 Os