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