Monday Com Customer Support 2022

This article is focused on answering Monday Com Customer Support …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 demands think of it more like imaginative demands from designers material so on etc copywriters um a social media planning 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 show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you guys that as well and lastly i’m going to show you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to start remarkable all right let’s start and landing page demand i’m presuming

 

you guys i’m simply gon na show um discuss the basics actually rapidly but i’m sure you guys 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 enjoyable things so the way i divided my board here is between months however you can do this between jobs or clients and it actually just depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a brief before working on a creative request is using the kind so a form essentially takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll all right let me show you how to produce a type however essentially this type can be found in here and then the group lead of the imaginative style team or any other team can assign a certain designer to work on it so let me reveal you men how to create and include a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you men check the view area due to the fact that it’s simply another method 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 stated it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can upload this file if you want to need it you can always do a checkbox and after that they can’t send the type without filling this information in so you can really simply produce any column with anything that you people require when an imaginative request is available in make it a kind share the form sneak peek the show you men how a type appears like um the name of the request you desire you wish to add a specific quick with a specific i know each company has a certain structure that

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they use um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click the type 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 reveal you guys let’s fill it in and you can see um webinar request test i can add a particular apply for example today everything is in the planning ideas phase and i require the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest priority i wish to send it and let me show you men how it can be found in on the board webinar request test so it’s constantly going to come into the very first group which is necessary to know and then it can be called demands or concepts being available in and after that i can just proceed take it and move it to a specific 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 upon how you describe your workflow just 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 compose yes so i can get feedback while you men are listening yay yes yes amazing remarkable remarkable i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them also and now i’ll simply offer like a brief summary this is the person column as you people understand we have our seven core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate a number of columns on one board yes dell you are appropriate every column that you create can be nearly every column you create can be in a form view and individuals 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 priority one we called it concern but it’s essentially a rating column um we have actually a. Monday Com Customer Support

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

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 men 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 particular task i’m dealing with i can merely link them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure if you men know what this is but 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 deadline mode essentially what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Monday Com Customer Support

Monday.Com Customer Support 2022

This article is focused on answering Monday.Com Customer Support …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 requests think of it more like creative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that too and last but not least i’m going to show you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to start incredible okay let’s begin and landing page demand i’m assuming

 

you men i’m just gon na reveal um talk about the essentials really quickly but i make certain you men understand that this is a board each one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this in between customers or jobs and it actually simply depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief before working on a creative request is utilizing the kind so a form generally 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 create and i’ll all right let me show you how to create a form however essentially this kind comes in here and then the group lead of the creative design group or any other group can assign a certain designer to work on it so let me reveal you men how to produce and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you people check the view section because it’s just another method to show um all your items simply 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 kind view and like i stated it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the type without filling this details in so you can really simply create any column with anything that you men require when an imaginative demand comes in make it a kind share the type preview the show you guys how a kind appears like um the name of the request you want you want to add a specific quick with a particular i know each business has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the priority and so on etc um you can take this link after put one second let me click on the type 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 appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can include a certain declare example today everything is in the preparation concepts phase and i require the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest top priority i wish to send it and let me reveal you men how it is available in on the board webinar request test so it’s constantly going to enter into the very first group which is very important to understand and after that it can be called concepts or demands coming in and after that i can just go ahead take it and move it to a certain group that i think it matters for in this case it needs 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 upon how you outline your workflow simply to make sure you men 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 guys are listening yay yes yes awesome incredible incredible i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them also but now i’ll simply give like a brief overview this is the person column as you people understand we have our 7 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 also on the item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can populate several columns on one board yes dell you are right every column that you develop can be nearly every column you develop can be in a kind view and individuals can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a concern one we called it top priority but it’s basically a rating column um we have a. Monday.Com Customer Support

monday.com, job management, tool, software application, prices, asana, apps, trello, kanban, microsoft, automations, service, crm, user, job management software, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

file column and we have a tags column what i enjoy 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 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 certain task i’m dealing with i can just 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 love the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not sure 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 might show you people get rid of deadline mode basically what i want to do i want to set as deadline i want to take the status column however i might take any status column i have for example the. Monday.Com Customer Support