Monday.Com For Task Management 2022

This article is focused on answering Monday.Com For Task Management …I’m a customer success manager 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 use cases for banner and landing page demands consider it more like creative requests from designers content so on and so forth copywriters um a social networks preparation 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 e-mail marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you men that too and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you people so i have it open and after that we’re going to begin amazing all right let’s begin and landing page request i’m assuming

 

you men i’m simply gon na show um speak about the basics truly quickly but i make certain you people 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 go over integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between clients or projects and it really simply depends upon your workflow and the way 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 imaginative demand is using the kind so a form basically 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 fine let me show you how to create a kind however generally this kind is available in here and after that the group lead of the innovative style group or any other team can designate a certain designer to deal with it so let me reveal you men how to develop and include a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you guys 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 want a file view another method to see um specific things on your board so close the form view and like i said it takes particular columns not the individual column naturally however other columns that you can conceal or make um viewable for the person that is going to be provided the type they can upload this file if you want 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 truly just produce any column with anything that you men need when an innovative demand is available in make it a form share the kind sneak peek the program you guys how a kind looks like um the name of the request you desire you want to add a specific short with a certain i understand each business has a specific structure that

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they use um when do you need it by the top priority and so on etc um you can take this link after put one 2nd 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 just make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can include a particular apply for example right now whatever is in the preparation ideas phase and i require the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest priority i want to submit it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to enter the very first group which is important to know and after that it can be called requests or concepts coming in and after that i can simply go on take it and move it to a particular group that i think it’s relevant 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 on how you detail your workflow simply to make certain you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes remarkable incredible remarkable i’m glad you people are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them too but now i’ll just provide like a quick summary this is the person 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 simply ask assuming one kind can populate numerous columns on one board yes dell you are correct every column that you produce can be practically every column you create can be in a form view and people can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a concern one we named it priority but it’s generally a ranking column um we have a. Monday.Com For Task Management

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file column and we have a tags column what i like about the tag column is if i click 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 browse facebook it’s going to do a cross board search let me show you people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular project i’m working on i can merely link 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 love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you people 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 reverse this so i could reveal you men get rid of deadline mode generally what i want 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 For Task Management