Monday.Com Basic Training 2022

This article is focused on answering Monday.Com Basic Training …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 3 particular on boards which are use cases for banner and landing page demands think about it more like creative requests from designers content 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 discuss marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i want to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you people that also and last but not least 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 wished to show you men so i have it open and after that we’re going to begin remarkable all right let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na reveal um talk about the basics truly quickly but i make sure you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to review combinations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this between customers or projects and it really just depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short prior to dealing with an innovative demand is utilizing the kind so a type essentially 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 looking for the size of uh the banner that they want the designer to create and i’ll all right let me reveal you how to develop a type but essentially this kind comes in here and after that the group lead of the innovative design team or any other team can designate a specific designer to work on it so let me show you men how to add a kind and create if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people examine the view area since it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i stated it takes certain columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can publish this file if you want to need it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can truly simply develop any column with anything that you people need when an imaginative request comes in make it a type share the type sneak peek the show you men how a type looks like um the name of the demand you want you want to include a specific short with a particular i know each business has a certain structure that

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they use um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click 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 simply show you guys let’s fill it in and you can see um webinar request test i can add a certain apply for example right now whatever is in the preparation concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest concern i want to send it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is essential to know and then it can be called concepts or demands being available in and after that i can simply proceed take it and move it to a certain 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 board or another group depending on how you describe 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 understood the form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing awesome awesome i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them too but now i’ll just offer like a short introduction this is the individual column as you people understand 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 quickly um dale you simply ask assuming one form can occupy a number of columns on one board yes dell you are proper every column that you develop can be nearly every column you create can be in a kind view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we utilize here is a concern one we named it priority but it’s essentially a ranking column um we have actually a. Monday.Com Basic Training

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file column and we have a tags column what i love about the tag column is if i click 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 specific task i’m dealing with i can merely connect them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you men understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i might reveal you men eliminate due date mode basically what i want to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Monday.Com Basic Training