Monday Com Document Management 2022

This article is focused on answering Monday Com Document Management …I’m a customer success manager here at monday.com and we’re gon na have an innovative 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 about it more like innovative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that too and finally i’m going to show you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to begin incredible alright let’s begin and landing page request i’m assuming

 

you guys i’m just gon na show um discuss the basics really rapidly but i make certain you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this in between customers or tasks and it truly just depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a short prior to working on an innovative demand is using the type so a kind basically takes all your columns and makes it a link that other individuals can submit 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 desire the designer to produce and i’ll fine let me show you how to develop a kind however essentially this kind is available in here and after that the group lead of the imaginative style group or any other group can appoint a certain designer to work on it so let me reveal you men how to include a kind and develop if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you men check the view area due to the fact that it’s just another way to reveal um all your items just 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 kind view and like i said it takes particular columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the form they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can really simply create any column with anything that you guys require when a creative demand can be found in make it a form share the type sneak peek the program you guys how a kind looks like um the name of the request you desire you want to add a certain short with a certain i understand each business has a specific 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 on the kind 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 simply show you men let’s fill it in and you can see um webinar request test i can add a particular declare example right now whatever is in the planning ideas phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest top priority i want to submit it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to come into the very first group which is essential to know and then it can be called ideas or requests coming in and after that i can simply go on 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 outline your workflow just 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 form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes remarkable awesome remarkable i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them also but now i’ll just give like a quick overview this is the person column as you guys know 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 likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can occupy numerous columns on one board yes dell you are proper every column that you develop can be almost every column you develop can be in a form view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we use here is a top priority one we called it priority but it’s basically a rating column um we have a. Monday Com Document Management

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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 browse 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 particularly i can see that it’s another board and then if i have a specific task i’m dealing with i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i like the tech college let me just leave here [Music] fine um [Music] and yeah and i’m unsure if you guys know what this is however 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 reveal you guys get rid of deadline 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. Monday Com Document Management