Monday Com Basic Plan 2022 – dream workflows

This article is focused on answering Monday Com Basic Plan …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 content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i wish 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 guys that too and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin amazing fine let’s start and landing page demand i’m presuming

 

you men i’m simply gon na show um discuss the fundamentals truly rapidly but i make certain 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 discuss combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this in between customers or tasks and it really 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 prior to dealing with an imaginative request is utilizing the form so a type basically takes all your columns and makes it a link that other individuals can fill out 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 create and i’ll okay let me show you how to develop a form but basically this kind comes in here and then the team lead of the innovative design group or any other group can assign a particular designer to deal with it so let me show you men how to include a kind and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men examine the view section because it’s simply another method to show um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type view and like i stated it takes specific columns not the individual column of course but 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 want to need it you can always do a checkbox and after that they can’t send the form without filling this info in so you can truly just produce any column with anything that you people need when an innovative request can be found in make it a type share the kind sneak peek the show you men how a kind appears like um the name of the demand you want you wish to include a certain brief with a particular i know each business has a particular structure that

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they utilize 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 kind 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 look i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a specific apply for example today whatever is in the planning ideas stage and i require the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest top priority i wish to send it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to enter into the first group which is very important to know and after that it can be called concepts or requests can be found in and after that i can simply go on take it and move it to a particular group that i think it’s relevant 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 upon how you describe your workflow just to make sure you guys 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 compose yes so i can get feedback while you people are listening yay yes yes remarkable remarkable awesome i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them too and now i’ll just provide like a quick 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy a number of columns on one board yes dell you are proper every column that you create can be almost every column you produce can be in a form view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a top priority one we named it concern but it’s essentially a rating column um we have a. Monday Com Basic Plan

monday.com, project management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, service, crm, user, task management software, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.

file column and we have a tags column what i like 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 show you men 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 particular project i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me just get out of here [Music] all right 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 method i linked them together and did due date mode is let me reverse this so i could reveal you people get rid of due date mode generally 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 Basic Plan

Monday.Com Basic Plan 2022 – dream workflows

This article is focused on answering Monday.Com Basic Plan …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 3 specific on boards which are use cases for banner and landing page demands think of it more like creative demands from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to start remarkable all right let’s start and landing page request i’m assuming

 

you men i’m simply gon na show um speak about the basics actually rapidly however i make certain you people understand that this is a board every one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this between clients or jobs and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief prior to dealing with a creative demand is utilizing the kind so a form generally takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll okay let me show you how to create a kind however basically this kind can be found in here and after that 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 people how to add a kind and develop 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 add view i recommend you people inspect the view section due to the fact that it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the form view and like i stated it takes certain columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be given the type 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 details in so you can truly simply develop any column with anything that you men require when a creative demand comes in make it a form share the form preview the show you people how a type looks like um the name of the demand you desire you wish to include a certain quick with a certain i know each business has a particular structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click on the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make appearance i’ll just show you guys let’s fill it in and you can see um webinar request test i can add a certain file for example right now everything is in the planning concepts stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest concern i want to send it and let me show you people how it comes in on the board webinar demand test so it’s always going to come into the first group which is essential to know and after that it can be called ideas or demands being available in and then i can simply go ahead take it and move it to a particular group that i think it’s relevant for in this case it needs 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 upon how you detail your workflow simply to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes remarkable remarkable awesome i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them too now i’ll simply offer like a brief introduction this is the person column as you guys understand 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 likewise 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 right every column that you produce can be practically every column you create can be in a type view and individuals can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a concern one we named it priority however it’s generally a ranking column um we have actually a. Monday.Com Basic Plan

monday.com, task management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, dashboard.

file column and we have a tags column what i like about the tag column is if i click on 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 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 particular project i’m working on i can merely link them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m uncertain if you men understand what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i might reveal you guys eliminate deadline mode generally what i wish to do i want 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 Basic Plan