Monday Com Finance 2022

This article is focused on answering Monday Com Finance …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page requests think about it more like innovative requests from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i want to show 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 too and lastly i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin incredible all right let’s begin and landing page demand i’m assuming

 

you guys i’m just gon na show um discuss the fundamentals really rapidly however i make certain you men understand that this is a board every one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this between tasks or customers and it really just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick before working on an innovative request is using the kind so a form essentially takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to produce a kind however generally this form comes in here and then the team lead of the imaginative style team or any other group can designate a particular designer to deal with it so let me show you people how to produce and include a form if anything is too quick 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 guys inspect the view section because it’s just another way to show um all your products just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i said it takes specific columns not the individual column of course however other columns that you can hide or make um viewable for the individual 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 then they can’t send the type without filling this details in so you can really simply create any column with anything that you men need when an innovative request comes in make it a form share the kind sneak peek the program you men how a kind looks like um the name of the demand you want you wish to include a specific brief with a particular i know each company has a certain structure that

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they use um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click the form 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 demand test i can add a particular declare example right now everything is in the planning ideas phase and i require the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest priority i want to submit it and let me reveal you men how it can be found in on the board webinar request test so it’s constantly going to enter the first group which is necessary to understand and after that it can be called concepts or requests coming in and then i can simply go ahead take it and move it to a particular group that i think it’s relevant 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 on 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 comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes remarkable amazing awesome i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them also today i’ll simply give like a quick introduction this is the person column as you people know we have our seven core columns here and then 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 product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy numerous columns on one board yes dell you are proper every column that you create can be almost every column you develop can be in a form view and people can fill it out and it is available in as an item on the board great so this is our column center what we use here is a priority one we called it priority but it’s essentially a rating column um we have actually a. Monday Com Finance

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Monday Com Finance