Monday.Com With Power Bi 2022

This article is focused on answering Monday.Com With Power Bi …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 show you three particular on boards which are usage cases for banner and landing page demands 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 desire kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you men that too and lastly i’m going to show you control panels um so let’s start in a minute i simply wish 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 incredible alright let’s start and landing page request i’m presuming

 

you men i’m just gon na reveal um talk about the essentials really rapidly but i make certain you people understand that this is a board every one of these are called each row and a group is called a product 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 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 but a cool method to get a short before dealing with an imaginative demand is utilizing the form so a form basically takes all your columns and makes it a link that other individuals can submit 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 form comes in here and then the group lead of the creative design group or any other group can designate a certain designer to deal with it so let me show you men how to include a type and develop if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you guys examine the view area since it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i said it takes specific columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can really simply develop any column with anything that you men need when an imaginative demand can be found in make it a kind share the kind sneak peek the program you guys how a form looks like um the name of the demand you desire you want to include a particular short with a certain i understand each business has a particular 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 second let me click the type 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 guys let’s fill it in and you can see um webinar demand test i can include a certain file for example today everything is in the preparation concepts phase and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest concern i want to send it and let me reveal you men how it is available in on the board webinar demand test so it’s always going to enter the very first group which is very important to understand and then it can be called ideas or requests being available in and after that i can just go on take it and move it to a specific 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 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 understood the kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes incredible amazing incredible i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them too and now i’ll just give like a short introduction this is the person column as you men 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be nearly every column you produce can be in a type view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a priority one we named it priority however it’s generally a score column um we have a. Monday.Com With Power Bi

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file column and we have a tags column what i like 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 browse facebook it’s going to do a cross board search let me reveal you guys 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 task i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m unsure if you men know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might reveal you people eliminate due date mode basically what i want to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Monday.Com With Power Bi