Monday Com Tour – Easily build, run, and scale

This article is focused on answering Monday Com Tour …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests think of it more like imaginative demands from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that too and lastly i’m going to show you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to begin remarkable okay let’s begin and landing page request i’m presuming

 

you men i’m simply gon na show um talk about the essentials really rapidly however i make certain you men know that this is a board every one of these are called each row and a group is called an item 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 however you can do this in between jobs or customers and it actually simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a quick prior to dealing with an imaginative request is using the form so a type essentially takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll fine let me reveal you how to produce a type however generally this form is available in here and then the team lead of the imaginative style group or any other team can designate a particular designer to deal with it so let me reveal you men how to include a type and develop 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 recommend you men inspect the view section because it’s just another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the form view and like i said it takes certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the form they can publish this file if you wish to need it you can always do a checkbox and then they can’t submit the kind without filling this details in so you can really simply produce any column with anything that you men require when an innovative demand can be found in make it a form share the type sneak peek the show you men how a type appears like um the name of the demand you desire you wish to include a particular quick with a particular i know each business has a particular structure that

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they use um when do you require it by the priority and so on etc um you can take this link after put one second let me click on the kind 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 reveal you people let’s fill it in and you can see um webinar request test i can add a specific file for example today everything is in the planning ideas phase and i require the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest priority i wish to send it and let me show you men how it comes in on the board webinar demand test so it’s always going to enter the very first group which is necessary to know and then it can be called requests or concepts can be found in and then i can simply go on take it and move it to a certain group that i think 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 group or another board depending on how you outline your workflow simply to make sure you guys 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 simply write yes so i can get feedback while you guys are listening yay yes yes awesome awesome awesome i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them as well but now i’ll simply provide like a brief summary this is the person column as you guys understand we have our seven core columns here and then 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 presuming one form can occupy several columns on one board yes dell you are proper every column that you create can be nearly every column you create can be in a form view and people can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a priority one we called it top priority however it’s basically a ranking column um we have a. Monday Com Tour

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file column and we have a tags column what i enjoy 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 guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific project i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m uncertain if you guys 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 undo this so i could show you people eliminate due date mode generally what i wish to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Tour