This article is focused on answering Monday Com Add Automation …I’m a customer success supervisor 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 consider it more like creative requests from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak 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 men that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start amazing okay let’s begin and landing page request i’m presuming
you people i’m simply gon na reveal um talk about the basics really quickly but i make certain you people understand that this is a board each one of these are called each row and a group is called a product today we’re going to go over combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this in between projects or clients and it truly just depends on 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 before working on an innovative demand is utilizing the type so a type essentially takes all your columns and makes it a link that other individuals 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 develop and i’ll alright let me show you how to develop a type however basically this form is available in here and then the team lead of the innovative design group or any other team can appoint a particular designer to work on it so let me show you guys how to add a form and create if anything is too fast 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 guys 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 specific things on your board so close the kind view and like i said it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the form they can submit this file if you wish to require it you can always do a checkbox and after that they can’t send the type without filling this info in so you can actually simply create any column with anything that you men require when a creative request can be found in make it a type share the form preview the program you men how a form appears like um the name of the demand you want you wish to include a particular quick with a certain i understand each business 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 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 simply make look i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a certain file for example today everything remains in the planning concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest concern i wish to send it and let me reveal you guys how it is available in on the board webinar demand test so it’s always going to enter into the very first group which is important to understand and after that it can be called requests or ideas coming in and after that i can simply go ahead take it and move it to a particular group that i think it matters for in this case it requires to be done by might 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 simply to make certain you guys 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 just compose yes so i can get feedback while you people are listening yay yes yes awesome incredible remarkable i’m glad you people are listening and understand whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them also and now i’ll just offer like a quick summary this is the individual column as you men understand we have our 7 core columns here and then 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 also as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate 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 form view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a priority one we called it priority however it’s essentially a ranking column um we have a. Monday Com Add Automation
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Monday Com Add Automation