This article is focused on answering Monday.Com For Mac …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you want 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 after that i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that also and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to show you guys so i have it open and then we’re going to start awesome okay let’s begin and landing page request i’m assuming
you people i’m just gon na show um discuss the essentials actually rapidly however i’m sure you people know that this is a board each one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the method 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 way we did it here to you can do it any way you desire however a cool way to get a short before dealing with a creative request is using the kind so a type basically takes all your columns and makes it a link that other people can submit which they can submit 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 reveal you how to develop a kind however essentially this form is available in here and after that the team lead of the creative style group or any other group can assign a specific designer to work on it so let me show you men how to create and add a kind 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 add view i advise you people inspect the view section due to the fact that it’s simply another method to show um all your products just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the form view and like i said it takes specific columns not the individual column naturally however other columns that you can conceal or make um viewable for the individual that is going to be given the type they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t send the form without filling this information in so you can truly simply produce any column with anything that you people need when a creative request can be found in make it a form share the type preview the show you men how a kind appears like um the name of the demand you want you wish to include a particular brief with a particular i know each business has a certain structure that
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they utilize 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 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 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 is in the planning ideas phase and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest concern i want to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s constantly going to come into the first group which is necessary to know and then it can be called requests or ideas being available in and after that i can just go on take it and move it to a certain 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 board or another group depending on how you detail your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes awesome incredible amazing i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them as well now i’ll just give like a brief summary this is the person column as you guys know we have our seven core columns here and then we have more fascinating 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 just ask assuming one form can occupy several columns on one board yes dell you are correct every column that you develop can be practically every column you produce can be in a form view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a concern one we named it priority however it’s generally a score column um we have a. Monday.Com For Mac
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file column and we have a tags column what i like 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 certain job i’m working on 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 incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not sure if you people understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i could reveal you people get rid of deadline mode basically what i wish to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday.Com For Mac