This article is focused on answering Https Monday Com Logo …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 show you 3 particular on boards which are usage cases for banner and landing page requests consider it more like innovative requests from designers material so on and so forth copywriters um a social media planning 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 want 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 reveal you guys that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wished to reveal you men so i have it open and then we’re going to start remarkable okay let’s begin and landing page request i’m assuming
you people i’m simply gon na reveal um speak about the fundamentals truly quickly however i make sure you men 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 fun things so the way i divided my board here is in between months but you can do this in between projects or clients and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a brief prior to dealing with an innovative request is using the type so a form generally takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll okay let me show you how to develop a form but generally this form can be found in here and then the team lead of the creative design team or any other group can assign a specific designer to work on it so let me show you men how to add a kind and create 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 add view i advise you men check the view section since it’s just another way 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 particular things on your board so close the form view and like i stated it takes particular columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can upload this file if you want to require it you can constantly do a checkbox and then they can’t send the form without filling this info in so you can really just create any column with anything that you people require when an imaginative demand comes in make it a type share the type sneak peek the show you men how a form appears like um the name of the request you desire you want to add a certain quick with a certain i know each company has a specific structure that
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they use um when do you require it by the priority and so on etc um you can take this link after put one 2nd 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 show you guys let’s fill it in and you can see um webinar demand test i can add a certain declare example right now everything remains in the planning concepts stage and i require the creative 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 priority i wish to submit it and let me show you people how it can be found in on the board webinar request test so it’s always going to come into the very first group which is very important to know and after that it can be called concepts or demands 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’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 outline your workflow simply to ensure you men 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 guys are listening yay yes yes remarkable awesome awesome i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them too but now i’ll simply give like a brief introduction this is the individual column as you guys understand we have our 7 core columns here and then 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can populate several columns on one board yes dell you are correct every column that you create can be almost every column you produce can be in a form view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a top priority one we named it top priority however it’s basically a score column um we have actually a. Https Monday Com Logo
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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 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 specifically i can see that it’s another board and then if i have a certain project i’m dealing with i can merely connect 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 love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m uncertain if you men know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i could reveal you men get rid of deadline mode essentially what i want 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. Https Monday Com Logo