Monday Com Saml – Easily build, run, and scale

This article is focused on answering Monday Com Saml …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal 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 etc copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in email marketing um integrity 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 reveal you men that also and lastly 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 reveal you guys so i have it open and after that we’re going to start amazing fine let’s begin and landing page request i’m assuming

 

you people i’m simply gon na show um talk about the basics actually quickly but i’m sure 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 go over combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this between projects or customers and it actually simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief before working on an imaginative request is using the form so a kind generally takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll fine let me show you how to create a type but basically this form comes in here and after that the group lead of the creative design group or any other team can assign a specific designer to work on it so let me reveal you guys how to include a kind and create 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 suggest you people check the view area since it’s just another method to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i stated it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the type 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 details in so you can really just produce any column with anything that you people need when an innovative request can be found in make it a kind share the type sneak peek the show you men how a kind appears like um the name of the request you desire you wish to add a particular brief with a specific i know each company has a specific structure that

gantt charts project management tool monday.com alternatives

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 on 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 just make look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can include a certain apply for example today whatever is in the planning ideas phase and i need the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest concern i want to send it and let me reveal you guys how it is available in on the board webinar demand test so it’s always going to enter into the very first group which is very important to know and then it can be called concepts or demands coming in and after that i can simply proceed take it and move it to a specific group that i think it matters for in this case it requires to be done by might 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 ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes amazing incredible remarkable i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them also now i’ll simply offer like a short overview this is the individual column as you men know we have our seven core columns here and after that 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 item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be practically every column you produce can be in a form view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we use here is a top priority one we named it priority but it’s basically a score column um we have a. Monday Com Saml

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file column and we have a tags column what i like 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 search facebook it’s going to do a cross board search let me show you people 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 just connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i enjoy the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not sure if you people understand what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i could show you guys remove deadline mode basically what i want to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Saml