This article is focused on answering Import Excel Into Monday Com …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 specific on boards which are usage cases for banner and landing page requests think about it more like innovative requests from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish 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 also and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to show you men so i have it open and then we’re going to start remarkable okay let’s start and landing page request i’m presuming
you guys i’m simply gon na reveal um discuss the fundamentals actually quickly however i make certain 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 review combinations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this between tasks or customers and it truly just depends upon 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 brief before dealing with a creative demand is utilizing the type so a type basically takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll fine let me reveal you how to produce a form however basically this type can be found in here and then the team lead of the imaginative style team or any other group can assign a specific designer to work on it so let me show you men how to add a form and produce if anything is too quick 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 men examine the view section since 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 way to see um specific things on your board so close the kind view and like i said it takes certain columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be given the form they can submit this file if you want to need it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can truly simply create any column with anything that you people need when a creative request can be found in make it a kind share the type sneak peek the show you men how a kind appears like um the name of the request you want you wish to add a specific short with a particular i understand each company has a particular structure that
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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click on the kind 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 reveal you men let’s fill it in and you can see um webinar request test i can add a specific file for example right now everything remains in the planning 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 remains in highest concern i wish to submit it and let me show you people how it comes in on the board webinar request test so it’s constantly going to enter into the very first group which is essential to understand and after that it can be called concepts or requests can be found in and after that i can just go ahead take it and move it to a certain 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 describe your workflow simply to make certain 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 awesome 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 write me in the chat and i’ll discuss them as well now i’ll simply offer like a short summary this is the person column as you men know we have our seven 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 also as a view we’ll get to that um soon um dale you simply ask assuming one kind can populate numerous columns on one board yes dell you are correct every column that you produce can be nearly every column you produce can be in a form 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 top priority one we named it top priority however it’s essentially a ranking column um we have actually a. Import Excel Into Monday Com
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Import Excel Into Monday Com