Eran Zinman Monday Com 2022

This article is focused on answering Eran Zinman Monday Com …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 particular on boards which are use cases for banner and landing page demands think about it more like imaginative demands from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that as well and lastly i’m going to show you control panels um so let’s start in a minute i just want 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 demand i’m assuming

 

you guys i’m simply gon na reveal um discuss the essentials truly quickly but i’m sure you people know that this is a board each one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this between tasks 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 way to get a brief before working on a creative request is using the type so a type basically takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll alright let me show you how to develop a type however basically this type is available in here and after that the group lead of the creative design group or any other team can designate a certain designer to deal with it so let me reveal you men how to include a form and develop if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people inspect the view area because it’s simply another method to show um all your products just 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 stated it takes certain columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t send the type without filling this details in so you can really just produce any column with anything that you men need when an imaginative demand is available in make it a type share the form sneak peek the show you people how a type appears like um the name of the demand you want you want to add a certain quick with a certain i understand each business has a particular structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the concern 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 simply make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can add a particular file for example today whatever remains in the preparation ideas phase and i need the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest top priority i want to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is important to know and then it can be called ideas or demands being available in and after that i can simply go ahead 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 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 just to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes incredible amazing remarkable i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them too today i’ll simply provide like a brief summary this is the individual column as you guys know we have our seven core columns here and after that 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 soon um dale you just ask assuming one kind can populate a number of columns on one board yes dell you are proper every column that you create can be almost every column you develop can be in a form view and people can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a top priority one we called it priority however it’s basically a score column um we have actually a. Eran Zinman Monday Com

monday.com, project management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, option, crm, user, task management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.

file column and we have a tags column what i like about the tag column is if i click this right now 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 people 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 project 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 extremely cool and i love i like the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys know what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might reveal you guys get rid of due date mode essentially what i want to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. Eran Zinman Monday Com