Monday Com Startup 2022

This article is focused on answering Monday Com Startup …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 reveal you three particular on boards which are usage cases for banner and landing page requests think about it more like innovative requests from designers content so on and so forth copywriters um a social media planning and style 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 show you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that also and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to begin awesome okay let’s begin and landing page demand i’m presuming

 

you men i’m simply gon na show um talk about the fundamentals really quickly but i make sure you people know 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 things so the way i divided my board here is in between months however you can do this in between customers or jobs and it truly simply depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a quick prior to dealing with a creative demand is utilizing the kind so a type basically takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll all right let me reveal you how to develop a type however essentially this kind comes in here and after that the team lead of the innovative design team or any other group can appoint a certain designer to work on it so let me reveal you people how to include a type and create if anything is too fast 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 inspect the view section because 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 type view and like i said it takes particular columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be given the form they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t send the kind without filling this details in so you can really simply create any column with anything that you people need when a creative request can be found in make it a type share the type sneak peek the program you men how a type appears like um the name of the request you desire you wish to include a specific brief with a specific i know each business has a specific structure that

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they use um when do you need it by the 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 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 add a certain apply for example right now whatever remains in the preparation ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest top priority i want to send it and let me reveal you guys 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 essential to know and then it can be called ideas or requests coming in and after that i can just proceed take it and move it to a certain group that i believe 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 board or another group depending on how you outline your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing amazing remarkable i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too but now i’ll just offer like a brief summary this is the individual column as you guys know we have our seven 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can populate several columns on one board yes dell you are right every column that you develop can be nearly every column you develop can be in a type view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a concern one we named it priority but it’s generally a rating column um we have a. Monday Com Startup

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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 reveal you people 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 project i’m working on i can simply connect them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m uncertain if you men know what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might reveal you men eliminate deadline mode basically what i wish to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Monday Com Startup