Monday Com Dashboard Tutorial 2022 – dream workflows

This article is focused on answering Monday Com Dashboard Tutorial …I’m a customer success manager here at monday.com and we’re gon na have an advanced 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 etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and last but not least i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to show you people so i have it open and then we’re going to start amazing all right let’s start and landing page request i’m presuming

 

you guys i’m simply gon na show um talk about the basics actually quickly but i make certain you men understand that this is a board each one of these are called a group and each row is called a product today we’re going to review combinations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this between customers or jobs and it really just depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a short before working on an imaginative request is using the type so a kind 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 looking for the size of uh the banner that they want the designer to produce and i’ll okay let me show you how to produce a type but essentially this kind comes in here and then the team lead of the creative style team or any other group can assign a specific designer to deal with it so let me show you men how to produce and include a kind if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men inspect the view section due to the fact that it’s simply another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i said it takes particular columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be given the kind they can submit this file if you want to need it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can really simply develop any column with anything that you guys require when an imaginative request can be found in make it a kind share the type sneak peek the show you people how a form looks like um the name of the demand you desire you want to include a particular quick with a certain i understand each company has a certain structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the concern and so on and so forth um you can take this link after put one second let me click on 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 simply make look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can add a specific declare example right now everything remains in the planning ideas stage and i require the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest top priority i want to submit it and let me show you guys how it can be found in on the board webinar demand test so it’s constantly going to enter into the very first group which is important to know and then it can be called requests or ideas being available in and after that i can simply go on take it and move it to a certain group that i think 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 outline your workflow just 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 type and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes remarkable incredible awesome i’m glad you men are listening and understand everything great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them too today i’ll just offer like a brief introduction this is the person column as you people understand we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one type can occupy several columns on one board yes dell you are appropriate every column that you create can be practically every column you create can be in a form view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we use here is a priority one we named it concern however it’s essentially a ranking column um we have a. Monday Com Dashboard Tutorial

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

file column and we have a tags column what i enjoy about the tag column is if i click on 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 after that if i have a certain task 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 discover that extremely 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 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 reverse this so i might reveal you guys get rid of due date mode basically what i want to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Monday Com Dashboard Tutorial