Monday.Com Planned Vs Actual 2022

This article is focused on answering Monday.Com Planned Vs Actual …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 usage cases for banner and landing page demands think about it more like innovative requests from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you men that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish 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 begin remarkable okay let’s begin and landing page demand i’m presuming

 

you men i’m just gon na show um discuss the basics actually rapidly but i make sure you men understand that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations 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 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 short before dealing with an imaginative request is utilizing the form so a form essentially takes all your columns and makes it a link that other individuals can fill out which they can publish 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 reveal you how to produce a type but essentially this form is available in here and after that the team lead of the innovative style team or any other group can designate a specific designer to work on it so let me reveal you men how to develop and include a form if anything is too fast 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 advise you people inspect the view area due to the fact that it’s just another method to show um all your products just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i stated it takes specific columns not the individual column of course 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 wish to require it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can really just develop any column with anything that you men require when an imaginative demand is available in make it a kind share the form preview the program you men how a type appears like um the name of the demand you desire you wish to include a specific brief with a specific i understand 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 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 website copy it send it to whoever let’s simply make look i’ll just show you guys let’s fill it in and you can see um webinar demand test i can include a particular apply for example today whatever is in the planning ideas phase and i need the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest concern i want to submit it and let me show you men how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is very important to know and after that it can be called requests or concepts coming in and then i can just go ahead take it and move it to a particular group that i believe 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 group or another board depending on how you detail your workflow just to ensure you men 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 simply compose yes so i can get feedback while you people are listening yay yes yes remarkable amazing remarkable i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them also today i’ll just offer like a brief introduction this is the person column as you men know 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 quickly um dale you just ask assuming one kind can occupy numerous columns on one board yes dell you are proper every column that you create can be practically every column you create can be in a type view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a concern one we named it priority however it’s basically a ranking column um we have actually a. Monday.Com Planned Vs Actual

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file column and we have a tags column what i enjoy 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 show you people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain task i’m working on i can simply link them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i like the tech college let me simply leave here [Music] all right 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 method i connected them together and did due date mode is let me undo this so i might show you guys eliminate deadline mode basically what i wish to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday.Com Planned Vs Actual