Forms Monday.Com – Work Without Limits

This article is focused on answering Forms Monday.Com …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page requests think about it more like creative requests from designers content 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 go over marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to show you a slip 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 people that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to begin amazing okay let’s start and landing page demand i’m assuming

 

you men i’m simply gon na reveal um speak about the essentials actually quickly but i make certain you men understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this in between customers or projects and it truly just depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief before working on an innovative demand is using the form so a type essentially takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll fine let me reveal you how to produce a form however essentially this form comes in here and after that the group lead of the innovative style group or any other team can assign a specific designer to work on it so let me show you guys how to produce and include a type if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you people check the view section due to the fact that it’s just another method to reveal 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 certain things on your board so close the kind view and like i stated it takes specific columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be provided the kind they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t send the form without filling this info in so you can truly just create any column with anything that you people require when an imaginative request can be found in make it a type share the type sneak peek the show you guys how a kind looks like um the name of the demand you desire you want to include a particular short with a specific i know each business has a specific structure that

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they utilize um when do you need it by the priority and so on etc 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 just make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can include a certain file for example right now everything is in the preparation concepts stage and i require the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest priority 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 enter the first group which is necessary to understand and then it can be called requests or ideas coming in and after that i can simply go on take it and move it to a specific group that i believe it matters 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 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 comprehended the type and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible awesome awesome i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them also today i’ll simply give like a short 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy several columns on one board yes dell you are right every column that you develop can be practically every column you create can be in a type view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we use here is a priority one we named it priority but it’s essentially a ranking column um we have a. Forms Monday.Com

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file column and we have a tags column what i enjoy about the tag column is if i click 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 show you people 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 certain project i’m working on i can merely link them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i like the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m not sure if you people 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 undo this so i might show you men get rid of 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. Forms Monday.Com

Forms Monday Com – Work Without Limits

This article is focused on answering Forms Monday Com …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page requests consider it more like innovative requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss 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 show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that also and last but not least i’m going to show you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to begin incredible okay let’s start and landing page request i’m assuming

 

you men i’m simply gon na show um talk about the basics truly quickly however i make sure you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this in between clients or jobs and it really just depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief prior to dealing with a creative request is using the kind so a form essentially takes all your columns and makes it a link that other people can fill out which they can submit 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 okay let me show you how to produce a type but generally this type can be found in here and after that the group lead of the innovative style group or any other team can appoint a specific designer to deal with it so let me reveal you men how to develop and add a form if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys inspect the view section due to the fact that it’s just another method 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 certain things on your board so close the kind view and like i said it takes particular columns not the person column obviously but 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 after that they can’t submit the type without filling this details in so you can actually just produce any column with anything that you men need when an innovative request comes in make it a form share the form preview the program you people how a type looks like um the name of the demand you desire you want to add a specific short with a certain i know each company has a specific structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one second 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 just make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a certain declare example today whatever is in the planning concepts phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest concern i wish to submit it and let me show you people how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is important to understand and after that it can be called requests or concepts being available in and then i can simply go ahead take it and move it to a specific group that i believe 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 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 kind and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes awesome awesome incredible i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them also today i’ll just provide like a quick summary this is the individual column as you people know 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy a number of columns on one board yes dell you are proper 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 is available in as an item on the board terrific so this is our column center what we use here is a concern one we called it concern but it’s generally a score column um we have a. Forms Monday Com

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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 browse facebook it’s going to do a cross board search let me reveal you men 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 certain task i’m working on i can merely link them with tags and after that 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 leave here [Music] all right um [Music] and yeah and i’m not sure if you people 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 could show you men eliminate deadline mode essentially what i wish 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. Forms Monday Com