Monday.Com For Onboarding 2022

This article is focused on answering Monday.Com For Onboarding …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 particular on boards which are usage cases for banner and landing page requests consider it more like creative requests from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um integrity 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 have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that also and lastly i’m going to reveal you control panels um so let’s start in a minute i just want to pull up the um thing that i wished to show you people so i have it open and after that we’re going to start incredible all right let’s start and landing page request i’m presuming

 

you guys i’m just gon na show um talk about the essentials actually quickly but i make sure 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 review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this between clients or projects and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short before dealing with an innovative demand is utilizing the type so a type 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 desire the designer to create and i’ll fine let me show you how to create a type however generally this kind comes in here and then the team lead of the creative design team or any other group can assign a certain designer to deal with it so let me show you men how to add a type and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you people examine the view area since it’s simply another method to reveal 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 specific things on your board so close the type view and like i stated it takes particular columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can submit this file if you wish to require it you can always do a checkbox and after that they can’t send the type without filling this info in so you can really just produce any column with anything that you men need when an imaginative demand comes in make it a type share the kind preview the program you guys how a kind looks like um the name of the request you desire you wish to add a certain short with a specific i know each business has a certain structure that

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they utilize 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 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 guys let’s fill it in and you can see um webinar demand test i can include a particular declare example right now whatever remains in the planning ideas phase and i need the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest concern i wish to submit it and let me show you people how it comes in on the board webinar request test so it’s always going to come into the first group which is important to understand and then 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 believe it’s relevant for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another group or another board depending on how you detail 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 just write yes so i can get feedback while you people are listening yay yes yes awesome amazing amazing i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them as well now i’ll just offer like a quick overview this is the individual column as you people understand 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 item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one kind can occupy several columns on one board yes dell you are right every column that you produce can be almost every column you create can be in a type view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we named it priority but it’s generally a rating column um we have actually a. Monday.Com For Onboarding

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file column and we have a tags column what i like 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 browse 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 then if i have a specific task i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you men understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might reveal you men get rid of deadline mode generally what i wish to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Monday.Com For Onboarding