Monday Tracking 2022

This article is focused on answering Monday Tracking …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 consider 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 go over marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you people that as well and finally i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin incredible fine let’s start and landing page demand i’m assuming

 

you people i’m simply gon na show um speak about the essentials really quickly however i’m sure you people know 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 method i divided my board here is in between months however you can do this in between jobs or customers and it actually just depends on your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief prior to dealing with an innovative demand is utilizing the form so a type generally takes all your columns and makes it a link that other people can submit 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 all right let me reveal you how to develop a kind but essentially this kind comes in here and then the team lead of the imaginative style team or any other team can appoint a specific designer to deal with it so let me show you guys how to develop and include a type 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 advise you men inspect the view section due to the fact that it’s simply another way to reveal um all your items just 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 stated it takes particular columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can submit this file if you want to require it you can always do a checkbox and after that they can’t submit the form without filling this information in so you can actually just develop any column with anything that you men need when an imaginative demand comes in make it a kind share the kind preview the program you guys how a form appears like um the name of the demand you want you wish to add a certain short with a certain i know each company has a particular structure that

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they use um when do you require it by the concern and so on etc 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 website copy it send it to whoever let’s simply make appearance i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a particular declare example today whatever is in the preparation concepts stage and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest priority i want to send it and let me show you guys how it is available in on the board webinar request test so it’s always going to enter into the first group which is essential to know and after that it can be called concepts or requests coming in and after that i can just go ahead take it and move it to a specific 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 group or another board depending on how you describe your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes remarkable remarkable awesome i’m glad you people are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them as well now i’ll just give like a quick overview this is the individual column as you guys 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 product itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can populate several columns on one board yes dell you are appropriate every column that you produce can be nearly every column you develop can be in a type 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 priority one we called it priority however it’s basically a score column um we have a. Monday Tracking

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file column and we have a tags column what i love 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 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 specifically i can see that it’s another board and then if i have a specific task i’m dealing with i can simply link them with tags and then 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 simply get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you men understand what this is however 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 undo this so i could show you people get rid of due date mode essentially what i want to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday Tracking