Monday Com Resource Planning – Easily build, run, and scale

This article is focused on answering Monday Com Resource Planning …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 requests consider it more like creative demands from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that too and last but not least i’m going to show you dashboards um so let’s begin 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 amazing okay let’s start and landing page demand i’m presuming

 

you people i’m simply gon na show um talk about the basics actually rapidly but i make certain you people know 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 stuff so the method i divided my board here is in between months however you can do this in between tasks or customers and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a brief prior to working on an imaginative demand is utilizing the form so a type generally takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to develop and i’ll fine let me reveal you how to develop a type however essentially this type comes in here and then the team lead of the imaginative design group or any other team can designate a certain designer to deal with it so let me show you people how to develop and include a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men examine the view area due to the fact that it’s simply another way 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 said it takes specific columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can publish this file if you want to require it you can always do a checkbox and then they can’t send the kind without filling this information in so you can actually simply develop any column with anything that you people need when an innovative demand can be found in make it a form share the form sneak peek the show you guys how a form looks like um the name of the demand you desire you want to include a certain quick with a certain i understand 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 and so forth um you can take this link after put one second 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 appearance i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a certain declare 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 dealing with it i require it by may 23rd and it’s in greatest top priority i want to send it and let me show you guys how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is necessary to know and after that it can be called requests or concepts being available in and after that i can just go on take it and move it to a specific group that i think it matters 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 group or another board depending on how you detail your workflow just to ensure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes incredible amazing awesome i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them as well today i’ll simply offer like a quick summary this is the individual column as you guys know we have our seven core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can populate a number of columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a kind 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 priority however it’s basically a score column um we have actually a. Monday Com Resource Planning

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Monday Com Resource Planning