Can You Import Excel Into Monday.Com 2022

This article is focused on answering Can You Import Excel Into Monday.Com …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 show you three specific on boards which are usage cases for banner and landing page demands think of it more like imaginative demands from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that also and last but not least i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to start remarkable all right let’s begin and landing page request i’m assuming

 

you people i’m simply gon na show um speak about the essentials truly quickly but i make sure you people 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 integrations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this in between customers or tasks and it actually simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick before dealing with a creative demand is using the kind so a type generally takes all your columns and makes it a link that other individuals 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 produce and i’ll fine let me show you how to develop a kind however generally this type comes in here and then the group lead of the innovative style team or any other group can appoint a certain designer to deal with it so let me reveal you guys how to add a kind and produce 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 include view i advise you men check the view area because it’s simply another way to show 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 certain things on your board so close the type view and like i said it takes specific columns not the individual column of course but other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t submit the type without filling this information in so you can really just develop any column with anything that you men require when an imaginative demand comes in make it a form share the form sneak peek the program you guys how a form looks like um the name of the demand you desire you wish to include a specific short with a specific i know each business has a certain structure that

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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click on the form 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 look i’ll just show 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 preparation ideas phase and i require the imaginative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest priority i wish to submit it and let me reveal you guys how it is available in on the board webinar demand test so it’s constantly going to enter the very first group which is essential to understand and then it can be called ideas or demands can be found in and then i can just proceed take it and move it to a particular 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 group or another board depending on how you detail your workflow simply to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes incredible remarkable amazing i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them as well but now i’ll simply offer like a short overview this is the individual column as you people 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate a number of columns on one board yes dell you are right every column that you produce can be almost every column you develop can be in a form view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a priority one we named it top priority however it’s essentially a ranking column um we have actually a. Can You Import Excel Into Monday.Com

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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 browse 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 after that if i have a particular job i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant 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 know what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i could show you guys eliminate deadline mode basically what i want to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Can You Import Excel Into Monday.Com