Monday Com Consultant 2022

This article is focused on answering Monday Com Consultant …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page requests think about it more like imaginative demands from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal 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 reveal you guys that too and last but not least i’m going to show you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin incredible okay let’s begin and landing page request i’m assuming

 

you guys i’m simply gon na reveal um speak about the basics actually quickly but i make certain you people know that this is a board each one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this in between tasks or customers and it really 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 brief before working on an innovative request is using the type so a form essentially takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll okay let me show you how to develop a type however essentially this kind is available in here and after that the team lead of the creative design group or any other team can appoint a specific designer to work on it so let me reveal you people how to add a form and develop if anything is too fast 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 recommend you men check the view area because it’s just another method to reveal um all your products 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 of course however other columns that you can conceal or make um viewable for the individual that is going to be given the type they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can really just develop any column with anything that you people require when an innovative request is available in make it a form share the type preview the show you people how a form appears like um the name of the request you desire you wish to include a particular short with a certain i know each company has a particular structure that

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they use um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click on the type 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 look i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a particular file for example today everything remains in the preparation concepts stage and i need the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest concern i wish to send it and let me reveal you men how it is available 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 demands or concepts can be found in and after that i can just proceed take it and move it to a particular 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 group or another board depending upon how you describe your workflow just to make certain you guys are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes remarkable remarkable awesome i’m glad you men are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them too today i’ll simply provide like a quick introduction this is the person column as you men 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 product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one type can populate several columns on one board yes dell you are right every column that you produce can be practically every column you create can be in a type view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a priority one we named it concern but it’s essentially a score column um we have actually a. Monday Com Consultant

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Monday Com Consultant