Monday Com Personal – Easily build, run, and scale

This article is focused on answering Monday Com Personal …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 3 specific on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal 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 show you men that as well and lastly i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wished to show you people so i have it open and after that we’re going to begin awesome all right let’s begin and landing page request i’m assuming

 

you men i’m just gon na show um speak about the essentials actually quickly but i make sure you men 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 go over combinations automations views and a lot more fun things so the way i divided my board here is between months however you can do this in between clients or tasks and it really just depends upon 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 working on an innovative request is using the type so a type essentially takes all your columns and makes it a link that other individuals 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 want the designer to produce and i’ll all right let me show you how to develop a kind but essentially this type is available in here and after that the group lead of the innovative design team or any other team can designate a certain designer to deal with it so let me show you people how to produce and include a form if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men inspect the view area since it’s just another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the type view and like i stated 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 given the kind they can publish this file if you want to require it you can always do a checkbox and then they can’t send the form without filling this information in so you can truly simply create any column with anything that you men need when a creative request comes in make it a kind share the kind preview the show you guys how a form appears like um the name of the request you desire you wish to add a specific brief with a certain i know each company has a particular structure that

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they utilize um when do you need it by the priority and so on etc um you can take this link after put one second let me click the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can add a certain apply for example today everything remains in the preparation ideas phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest concern i want to send it and let me show you men how it can be found in on the board webinar demand test so it’s always going to enter the first group which is important to know and then it can be called requests or ideas can be found in and after that i can just go ahead take it and move it to a specific group that i believe it’s relevant 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 board or another group depending on how you detail 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 understood the kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes remarkable awesome incredible i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them also and now i’ll just give like a short introduction this is the individual 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 likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can populate numerous columns on one board yes dell you are appropriate every column that you create can be almost every column you produce can be in a type view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a concern one we named it concern however it’s basically a rating column um we have a. Monday Com Personal

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file column and we have a tags column what i enjoy about the tag column is if i click 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 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 then if i have a certain 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 very cool and i love i like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not exactly sure if you men know what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might show you men get rid of deadline mode generally what i wish to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Monday Com Personal