This article is focused on answering Https Monday Com Slack …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 three specific on boards which are use cases for banner and landing page requests think about it more like creative 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 campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that also and lastly i’m going to reveal you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin awesome all right let’s start and landing page request i’m presuming
you men i’m simply gon na reveal um speak about the basics truly quickly however i make certain you guys 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 review 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 projects and it actually simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief prior to dealing with an imaginative request is using the form so a type essentially takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll fine let me show you how to create a type but basically this kind is available in here and after that the team lead of the creative design group or any other group can designate a specific designer to deal with it so let me reveal you people how to include a type and develop if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you people examine the view area due to the fact that 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 method to see um particular things on your board so close the form view and like i said it takes certain columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t submit the form without filling this details in so you can really just develop any column with anything that you guys need when a creative demand can be found in make it a kind share the kind sneak peek the program you people how a form looks like um the name of the demand you want you wish to include a particular brief with a specific i know each business has a specific structure that
gantt charts project management tool monday.com alternatives
they use um when do you need it by the 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 site copy it send it to whoever let’s just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a certain declare example today whatever is 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 require it by might 23rd and it remains in greatest concern i wish to submit it and let me show you guys how it can be found in on the board webinar request test so it’s always going to enter the first group which is necessary to know and after that it can be called ideas or requests coming in and then i can just proceed take it and move it to a particular 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 board or another group depending on how you detail your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes remarkable remarkable amazing i’m glad you people are listening and understand whatever fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them as well today i’ll simply give like a brief introduction this is the individual column as you people understand we have our seven 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 product itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one kind can populate numerous columns on one board yes dell you are proper every column that you create can be almost every column you create can be in a kind view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we utilize here is a priority one we named it concern however it’s generally a score column um we have actually a. Https Monday Com Slack
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file column and we have a tags column what i enjoy about the tag column is if i click on 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 specifically i can see that it’s another board and then 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 matters for so i find that incredibly cool and i love i like the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m uncertain if you guys 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 might reveal you guys remove deadline mode generally what i wish to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Https Monday Com Slack