Monday.Com For Small Business 2022

This article is focused on answering Monday.Com For Small Business …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated 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 imaginative requests from designers content 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 discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and lastly i’m going to reveal you control panels um so let’s start in a minute i just want to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to begin awesome okay let’s start and landing page request i’m assuming

 

you guys i’m just gon na show um speak about the essentials really quickly but i make certain you people know 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 discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this between tasks or customers and it truly just depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief before dealing with a creative demand is using the type so a kind essentially takes all your columns and makes it a link that other people can submit which they can submit 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 alright let me reveal you how to create a form but essentially this type is available in here and then the group lead of the innovative style group or any other group can appoint a certain designer to work on it so let me reveal you people how to add a kind and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men check the view area since it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i stated it takes certain columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be given the form they can publish this file if you want to require it you can constantly do a checkbox and then they can’t send the kind without filling this information in so you can actually simply produce any column with anything that you people need when an innovative request can be found in make it a kind share the type preview the program you people how a form appears like um the name of the request you desire you wish to include a certain short with a particular i understand each business has a particular structure that

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they use um when do you require it by the top priority and so on etc 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 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 certain declare example right now everything remains in the planning concepts stage and i require the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest concern i wish to submit it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to enter into the very first group which is necessary to know and after that it can be called demands or ideas being available in and after that i can just proceed take it and move it to a certain group that i think it’s relevant 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 detail your workflow just to ensure you people 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 simply compose yes so i can get feedback while you men are listening yay yes yes remarkable remarkable remarkable i’m glad you men are listening and comprehend everything great um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them too and now i’ll just give like a quick summary this is the individual column as you men 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 item itself and also as a view we’ll get to that um soon um dale you just ask presuming one kind can populate numerous columns on one board yes dell you are correct every column that you develop can be nearly every column you develop can be in a type view and individuals can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a concern one we named it concern however it’s basically a score column um we have actually a. Monday.Com For Small Business

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file column and we have a tags column what i enjoy 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 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 specific task i’m dealing with i can merely connect 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 like the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not sure if you men know what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could show you people eliminate due date mode generally what i wish to do i wish 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 Small Business