Monday.Com And Forms – Work Without Limits

This article is focused on answering Monday.Com And Forms …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 demands consider it more like innovative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that too and lastly i’m going to show you control panels um so let’s start in a minute i just want to bring up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin incredible all right let’s start and landing page demand i’m presuming

 

you people i’m just gon na reveal um speak about the essentials really quickly but i make certain you men know 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 discuss combinations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this in between clients or tasks and it actually just depends upon your workflow and the way we did it here to you can do it any way you want however a cool way to get a short before dealing with a creative request is utilizing the type so a form 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 trying to find the size of uh the banner that they want the designer to produce and i’ll okay let me reveal you how to create a type however basically this kind comes in here and after that the group lead of the innovative style team or any other team can appoint a specific designer to work on it so let me show you people how to produce and include a form if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you people examine the view section since it’s just another method to reveal um all your items just 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 however other columns that you can hide or make um viewable for the person that is going to be offered the form they can publish this file if you wish to require it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can truly just create any column with anything that you men need when a creative request comes in make it a kind share the kind sneak peek the show you people how a form appears like um the name of the request you want you want to include a certain short with a specific i know each business has a certain structure that

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they utilize um when do you require it by the top 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 website copy it send it to whoever let’s just make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can include a specific declare example right now whatever remains in the preparation concepts phase and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest priority i wish 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 come into the first group which is important to understand and then it can be called requests or concepts can be found in and then i can just proceed take it and move it to a certain 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 group or another board depending upon how you describe 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 form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes awesome remarkable awesome i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them as well today i’ll simply give like a quick overview this is the individual column as you men know 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 likewise on the item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy several columns on one board yes dell you are right every column that you develop can be nearly every column you produce can be in a form view and individuals can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a priority one we called it priority however it’s generally a rating column um we have a. Monday.Com And Forms

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Monday.Com And Forms