Monday Com Dashboard View 2022 – dream workflows

This article is focused on answering Monday Com Dashboard View …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 3 particular on boards which are use cases for banner and landing page requests think of it more like innovative demands from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you men that also and finally i’m going to reveal you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to start amazing all right let’s begin and landing page request i’m presuming

 

you guys i’m just gon na reveal um talk about the fundamentals actually rapidly however i’m sure you men know 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 go over combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this between customers or projects and it really just depends on 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 quick prior to working on an innovative request is utilizing the kind so a kind essentially takes all your columns and makes it a link that other people can fill out 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 show you how to develop a type however basically this kind is available in here and then the team lead of the creative design team or any other team can designate a certain designer to deal with it so let me show you people how to add a form and produce if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you people examine the view section due to the fact that it’s just another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the form view and like i stated it takes certain columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be given the form they can publish this file if you want to require it you can constantly do a checkbox and then they can’t submit the kind without filling this info in so you can actually simply create any column with anything that you men need when an imaginative demand is available in make it a form share the kind preview the program you guys how a type looks like um the name of the request you desire you wish to add a specific brief with a particular i understand each business has a specific structure that

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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 the kind 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 appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can add a particular file for example today whatever remains in the preparation concepts stage and i require the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in highest priority i wish to send it and let me show you people how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is essential to know and after that it can be called demands or ideas can be found in and after that i can just go ahead take it and move it to a certain group that i think it matters 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 upon how you detail your workflow simply to ensure 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 just write yes so i can get feedback while you guys are listening yay yes yes remarkable amazing remarkable i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them also today i’ll just offer like a quick overview this is the individual column as you guys understand we have our 7 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy numerous 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 kind view and people 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 concern one we named it priority but it’s basically a score column um we have a. Monday Com Dashboard View

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file column and we have a tags column what i like 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 search 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 particularly i can see that it’s another board and after that if i have a specific task i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m unsure if you guys 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 due date mode is let me reverse this so i might reveal you guys remove due date mode generally what i want to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Monday Com Dashboard View