This article is focused on answering Monday Com Freeze Account …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are usage cases for banner and landing page requests think about it more like innovative requests from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project 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 men that too and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to start amazing all right let’s start and landing page request i’m assuming
you men i’m just gon na reveal um talk about the fundamentals really rapidly however i’m sure you men understand 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 method i divided my board here is in between months however you can do this in between clients or jobs and it truly simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief prior to working on a creative demand is utilizing the type so a form generally takes all your columns and makes it a link that other individuals can complete 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 desire the designer to create and i’ll okay let me show you how to develop a type however basically this form is available in here and then the group lead of the innovative style group or any other group can assign a particular designer to work on it so let me show you guys how to add a form and develop if anything is too quick 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 guys check the view area 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 desire a file view another method to see um specific things on your board so close the form view and like i said it takes particular columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be provided the type they can upload this file if you want to need it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can really simply develop any column with anything that you guys need when an innovative demand can be found in make it a kind share the type preview the program you guys how a kind looks like um the name of the request you desire you want to include a certain quick with a specific i know each company has a specific structure that
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they utilize um when do you require it by the concern and so on etc um you can take this link after put one second let me click 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 simply show you people let’s fill it in and you can see um webinar demand test i can include a specific declare example right now whatever is in the planning ideas phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest priority i want to send it and let me show you guys how it comes in on the board webinar request test so it’s constantly going to enter into the very first group which is essential to know and after that it can be called requests or concepts coming in and after that i can simply go ahead take it and move it to a certain group that i think it’s relevant 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 describe 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 understood the form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes awesome amazing amazing i’m glad you people are listening and understand everything great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them as well but now i’ll just offer like a brief summary this is the individual column as you people know we have our 7 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 type can populate several columns on one board yes dell you are proper every column that you produce can be nearly every column you produce can be in a type view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a priority one we named it priority however it’s basically a rating column um we have actually a. Monday Com Freeze Account
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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 right now 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 particularly i can see that it’s another board and then if i have a particular job i’m dealing with i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m uncertain if you people understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i might reveal you people remove deadline mode basically what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Monday Com Freeze Account