This article is focused on answering Monday.Com Basic Plan …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 show you 3 specific on boards which are use cases for banner and landing page requests consider it more like innovative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that too and lastly i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you men so i have it open and then we’re going to begin awesome all right let’s start and landing page demand i’m assuming
you people i’m simply gon na show um talk about the essentials really quickly but i make sure you guys know that this is a board each one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this between clients or projects and it truly just depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with an imaginative request is using the kind so a type essentially takes all your columns and makes it a link that other people can fill out which they can submit 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 create and i’ll alright let me show you how to develop a type however basically this type can be found in here and then the team lead of the imaginative style group or any other group can designate a particular designer to work on it so let me reveal you people how to include a form and produce if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys check the view section because it’s simply another way to show um all your products just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i said it takes specific columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t send the kind without filling this details in so you can really just produce any column with anything that you men require when an imaginative request can be found in make it a type share the kind preview the program you guys how a type looks like um the name of the request you want you want to include a certain quick with a certain i understand each company has a certain structure that
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they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one second let me click on the form 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 appearance i’ll just show you men let’s fill it in and you can see um webinar request test i can add a certain declare example right now everything remains in the planning concepts phase and i require the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest priority i wish to send it and let me reveal you guys how it comes in on the board webinar demand test so it’s always going to enter into the first group which is important to understand and then it can be called concepts or requests can be found in and after that i can simply go on take it and move it to a specific group that i believe it’s relevant for in this case it requires 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 detail your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes awesome awesome incredible i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them also and now i’ll simply provide like a brief introduction this is the person 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy a number of columns on one board yes dell you are right every column that you produce can be nearly every column you produce can be in a form view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we utilize here is a priority one we named it concern however it’s basically a rating column um we have a. Monday.Com Basic Plan
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file column and we have a tags column what i love 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 guys how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular job 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 find that extremely cool and i love i love the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you men understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i might reveal you people eliminate due date mode essentially what i wish to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Monday.Com Basic Plan