Monday Com Onboarding 2022

This article is focused on answering Monday Com 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 show you 3 specific on boards which are use cases for banner and landing page requests think of it more like creative requests from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i want to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that also and lastly i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wished to show you men so i have it open and then we’re going to start remarkable all right let’s start and landing page request i’m presuming

 

you guys i’m just gon na reveal um talk about the essentials truly quickly but i make sure 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 discuss integrations automations views and a lot more fun things so the way i divided my board here is between months but you can do this between customers or jobs and it really simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a quick before working on an innovative demand is utilizing 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 searching for the size of uh the banner that they desire the designer to produce and i’ll all right let me reveal you how to develop a kind however essentially this type comes in here and then the team lead of the innovative style group or any other group can appoint a certain designer to work on it so let me reveal you men how to add a form and develop if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you people inspect the view area since it’s just another way to show um all your items 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 kind view and like i stated it takes certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the type without filling this info in so you can truly just produce any column with anything that you people require when an innovative demand comes in make it a kind share the form sneak peek the program you guys how a form looks like um the name of the demand you want you wish to add a specific quick with a particular i know each company has a certain structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the priority and so on etc um you can take this link after put one second let me click on the type 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 just reveal you men let’s fill it in and you can see um webinar request test i can include a certain declare example right now whatever remains in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest top priority i want to send 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 very important to understand and then it can be called concepts or demands being available in and then i can just go ahead take it and move it to a particular group that i think 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 group or another board depending upon 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 understood the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes incredible incredible amazing i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also now i’ll simply provide like a short introduction this is the person column as you people understand we have our 7 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 likewise on the product itself and likewise 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 develop can be nearly every column you develop can be in a kind view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a top priority one we named it concern but it’s basically a score column um we have a. Monday Com Onboarding

monday.com, job management, tool, software application, pricing, asana, apps, trello, kanban, microsoft, automations, option, crm, user, job management software, gantt charts, basecamp, company, button, api, kanban board, airtable, dashboard.

file column and we have a tags column what i enjoy 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 guys 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 particular task i’m working on i can just link them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i like the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m unsure if you guys know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could reveal you guys get rid of due date mode generally what i wish to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Onboarding

Monday Com Onboarding 2022

This article is focused on answering Monday Com Onboarding …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 reveal you 3 particular on boards which are use cases for banner and landing page demands think about it more like creative requests from designers material so on etc 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 campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you men that also and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to reveal 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 people i’m simply gon na show um talk about the basics truly rapidly but i make certain you men know that this is a board every one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between tasks or customers 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 quick before working on an innovative request is using the kind so a form basically takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll okay let me reveal you how to produce a kind but essentially this form is available in here and then the group lead of the imaginative design team or any other group can appoint a particular designer to work on it so let me show you people how to include a type and develop if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys inspect the view area because it’s just another way to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the form view and like i said it takes certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be offered the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t send the type without filling this info in so you can actually simply create any column with anything that you guys require when an innovative demand can be found in make it a form share the type preview the program you people how a form appears like um the name of the request you desire you wish to add a certain brief with a certain i know each business has a particular structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the concern and so on etc 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 guys let’s fill it in and you can see um webinar request test i can add a particular file for example today everything is in the preparation ideas phase and i require the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in highest concern i want to send it and let me show you guys how it comes in on the board webinar request test so it’s constantly going to enter the first group which is very important to know and after that it can be called ideas or requests can be found 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 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 upon how you outline your workflow simply to make sure 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 just compose yes so i can get feedback while you people are listening yay yes yes amazing remarkable remarkable i’m glad you guys are listening and understand everything great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them also but now i’ll just provide like a short overview this is the individual column as you men understand we have our 7 core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can populate numerous columns on one board yes dell you are appropriate every column that you create can be nearly every column you develop can be in a form view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a top priority one we named it priority but it’s basically a rating column um we have a. Monday Com Onboarding

monday.com, task management, tool, software application, prices, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, project management software, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

Monday Com Onboarding

Monday.Com Onboarding 2022

This article is focused on answering Monday.Com Onboarding …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 three specific on boards which are use cases for banner and landing page demands think about it more like imaginative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that too and finally i’m going to reveal you control panels um so let’s begin in a minute i just wish 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 start amazing all right let’s start and landing page request i’m assuming

 

you men i’m just gon na reveal um speak about the fundamentals actually rapidly however i’m sure 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 discuss combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this in between customers or tasks and it actually just depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief before working on a creative request is using the form so a form basically takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to develop and i’ll okay let me show you how to develop a type however essentially this type can be found in here and after that the team lead of the innovative design team or any other team can assign a particular designer to deal with it so let me show you men how to include a type and develop if anything is too fast 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 suggest you people examine the view section because it’s simply another way to show um all your items just 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 kind view and like i stated it takes certain columns not the individual column naturally 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 require it you can constantly do a checkbox and after that they can’t submit the form without filling this information in so you can really just create any column with anything that you people require when a creative demand can be found in make it a form share the form sneak peek the show you people how a kind appears like um the name of the demand you want you wish to include a specific quick with a particular i know each business has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the top priority 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 look 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 planning concepts stage and i need the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest top priority i want to submit it and let me reveal you people how it can be found in on the board webinar demand test so it’s constantly going to enter the first group which is important to know and then it can be called concepts or demands being available in and then i can just proceed take it and move it to a particular group that i believe 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 group or another board depending on how you outline your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes incredible amazing awesome i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them too and now i’ll just give like a quick summary this is the person column as you people understand we have our 7 core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are correct every column that you create can be almost every column you create can be in a kind view and people can fill it out and it is available in as a product on the board great so this is our column center what we utilize here is a priority one we named it top priority but it’s essentially a score column um we have actually a. Monday.Com Onboarding

monday.com, job management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, job management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, dashboard.

file column and we have a tags column what i love 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 particular job i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me just leave here [Music] okay um [Music] and yeah and i’m uncertain 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 might show you guys remove due date mode essentially what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Monday.Com Onboarding