This article is focused on answering Monday Com Getting Started …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 reveal you three particular on boards which are usage cases for banner and landing page demands think of it more like imaginative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview 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 as well and finally 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 incredible all right let’s begin and landing page demand i’m assuming
you people i’m simply gon na show um speak about the essentials really rapidly however i make certain you people know that this is a board every 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 things so the method i divided my board here is in between months however you can do this in between customers or jobs and it really just depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a quick prior to working on a creative request is using the kind so a type essentially takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll okay let me reveal you how to develop a kind but generally this kind is available in here and after that the group lead of the innovative design team or any other team can assign a certain designer to work on it so let me reveal you men how to add a form and create 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 add view i recommend you guys inspect the view area since it’s simply 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 method to see um particular things on your board so close the kind view and like i said it takes specific columns not the person column of course however other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can publish this file if you wish to need it you can always do a checkbox and then they can’t submit the kind without filling this details in so you can truly simply produce any column with anything that you people require when an innovative request can be found in make it a kind share the kind preview the show you people how a form appears like um the name of the request you desire you wish to add a certain short with a certain i understand each business has a certain structure that
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they use um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click 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 just make look i’ll just show you guys let’s fill it in and you can see um webinar demand test i can include a specific declare example today everything is in the planning concepts stage and i require the creative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest concern i wish to send it and let me show you men how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is very important to know and then it can be called concepts or requests coming in and after that i can simply go ahead take it and move it to a specific 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 detail your workflow simply to make sure you guys 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 people are listening yay yes yes remarkable incredible incredible i’m glad you people are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them also and now i’ll just give like a short introduction this is the individual column as you men understand we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate a number of 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 comes in as an item on the board fantastic so this is our column center what we use here is a top priority one we called it priority however it’s generally a score column um we have actually a. Monday Com Getting Started
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file column and we have a tags column what i like about the tag column is if i click 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 browse 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 specific project i’m working on i can just 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 get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you men know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i could show you guys eliminate due date mode essentially what i want to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Monday Com Getting Started