Monday Com Reporting Features – Easily build, run, and scale

This article is focused on answering Monday Com Reporting Features …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page demands consider it more like creative requests from designers content so on etc copywriters um a social networks planning and design 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 integrity that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that also and lastly i’m going to show you dashboards um so let’s start in a minute i simply wish 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 awesome okay let’s start and landing page request i’m presuming

 

you people i’m just gon na reveal um talk about the fundamentals truly quickly however i make certain you men understand that this is a board each one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this between customers or projects and it actually just depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with a creative demand is using the kind so a type basically takes all your columns and makes it a link that other people can submit which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to create a type but generally this kind comes in here and then the group lead of the innovative design group or any other group can designate a certain designer to work on it so let me show you men how to develop and include a form if anything is too quick 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 examine the view section due to the fact that it’s just another method to reveal um all your items just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type view and like i said it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be offered the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this info in so you can actually simply produce any column with anything that you guys need when a creative request is available in make it a type share the type preview the show you guys how a kind looks like um the name of the demand you want you want to include a specific brief with a particular i know each company has a specific structure that

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they utilize 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 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 appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a certain apply for example right now everything remains in the preparation concepts stage and i need the creative 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 want to send it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to enter the very first group which is important to know and then it can be called concepts or demands being available in and after that i can simply proceed take it and move it to a particular group that i think it matters 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 upon how you describe your workflow simply to make certain you people 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 just compose yes so i can get feedback while you people are listening yay yes yes incredible remarkable remarkable i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them as well but now i’ll just offer like a brief overview this is the individual column as you people know 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 presuming one kind can populate numerous columns on one board yes dell you are proper every column that you create can be practically every column you develop can be in a kind view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a priority one we called it priority however it’s basically a rating column um we have a. Monday Com Reporting Features

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Monday Com Reporting Features