Monday.Com For Dummies 2022

This article is focused on answering Monday.Com For Dummies …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 specific on boards which are usage cases for banner and landing page requests consider 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 project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you guys that too and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to reveal you men so i have it open and then we’re going to start awesome fine let’s begin and landing page request i’m assuming

 

you people i’m just gon na show um discuss the fundamentals truly rapidly however i’m sure you guys understand that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this between jobs or customers and it actually just 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 short before working on an innovative demand is using the kind so a kind generally takes all your columns and makes it a link that other people can fill out which they can publish 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 create and i’ll alright let me show you how to produce a type however essentially this type is available in here and after that the group lead of the innovative design group or any other team can assign a specific designer to deal with it so let me show you guys how to include a form and create if anything is too quick 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 people check the view area because it’s just another way to show um all your products 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 form view and like i said it takes certain columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be offered the type they can publish this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this information in so you can truly simply produce any column with anything that you men require when an imaginative demand is available in make it a form share the form sneak peek the show you guys how a kind appears like um the name of the request you want you wish to include a specific brief with a specific i know each business has a particular structure that

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they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click on the form 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 appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a specific apply for example right now whatever remains in the preparation ideas phase and i need the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest concern i wish to send it and let me reveal you guys how it is available in on the board webinar demand test so it’s always going to enter the first group which is necessary to know and after that it can be called requests or ideas being available in and then i can just proceed take it and move it to a specific group that i believe 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 board or another group depending upon how you describe your workflow simply to ensure 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 awesome amazing incredible i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them as well but now i’ll simply provide like a short overview this is the individual column as you guys know we have our 7 core columns here and after that we have more intriguing 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 just ask presuming one type can occupy several columns on one board yes dell you are proper every column that you produce can be almost every column you develop can be in a type 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 utilize here is a top priority one we named it priority but it’s basically a ranking column um we have a. Monday.Com For Dummies

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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 right now 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 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 certain job 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 find that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you men understand what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i could show you people eliminate due date mode generally what i want to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday.Com For Dummies