Monday.Com Elevate 2022

This article is focused on answering Monday.Com Elevate …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 reveal you 3 specific on boards which are usage cases for banner and landing page demands think about it more like innovative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal 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 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and finally i’m going to show you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin remarkable fine let’s begin and landing page request i’m presuming

 

you guys i’m just gon na reveal um speak about the essentials truly rapidly however i make sure you people understand 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 go over combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this between jobs or clients and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a quick prior to working on an innovative demand is utilizing the form so a type 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 want the designer to develop and i’ll okay let me reveal you how to produce a type but basically this form comes in here and after that the team lead of the imaginative design group or any other team can assign a certain designer to deal with it so let me reveal you men how to develop and include a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys examine the view area due to the fact that it’s just another method to show 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 certain things on your board so close the kind view and like i said it takes particular columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be provided the type they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can actually just develop any column with anything that you guys need when an innovative request is available in make it a type share the type preview the show you guys how a kind appears like um the name of the request you want you want to include a certain quick with a specific i know each business has a specific structure that

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they use um when do you require it by the priority and so on and so forth um you can take this link after put one second 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 simply make look i’ll just show you guys let’s fill it in and you can see um webinar request test i can add a certain apply for example today whatever remains in the preparation ideas 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 submit 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 the first group which is very important to know and then it can be called concepts or demands being available in and then i can simply go ahead take it and move it to a particular group that i believe it matters 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 outline your workflow just 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 type and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes remarkable amazing remarkable i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them too but now i’ll simply offer like a brief summary this is the individual column as you men understand we have our 7 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 product itself and also as a view we’ll get to that um soon um dale you just ask assuming one type can populate numerous columns on one board yes dell you are proper every column that you produce can be almost every column you create can be in a kind view and people can fill it out and it can be found in as a product on the board terrific so this is our column center what we use here is a priority one we named it concern however it’s basically a ranking column um we have actually a. Monday.Com Elevate

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file column and we have a tags column what i love 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 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 specific project i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it matters for so i discover that extremely 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 people 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 deadline mode is let me reverse this so i might reveal you people remove due date mode essentially what i wish 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 Elevate