This article is focused on answering Monday Com Legal Counsel …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page requests consider it more like innovative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal 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 be able to incorporate with facebook for facebook ads so i’ll reveal you people that too and finally i’m going to show you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin awesome okay let’s begin and landing page demand i’m assuming
you guys i’m simply gon na show um speak about the essentials actually rapidly but i make certain you people know that this is a board each one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this between clients or tasks and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a quick prior to working on an imaginative demand is utilizing the form so a kind essentially takes all your columns and makes it a link that other individuals can submit which they can publish 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 develop and i’ll fine let me reveal you how to produce a kind however essentially this form comes in here and then the group lead of the creative design team or any other group can assign a certain designer to deal with it so let me reveal you people how to add a form and produce if anything is too quick 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 area since it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i stated it takes particular columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be provided 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 send the type without filling this information in so you can really just produce any column with anything that you people require when a creative demand comes in make it a type share the type sneak peek the program you guys how a form looks like um the name of the request you desire you wish to include a specific brief with a specific i know each company has a particular 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 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 simply make look i’ll just show you men let’s fill it in and you can see um webinar demand test i can add a certain declare example today everything remains in the planning ideas stage and i require the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest priority i wish to submit it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is very 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 particular group that i think it’s relevant for in this case it needs 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 on 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 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 whatever excellent um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them as well today i’ll simply provide like a short overview this is the person column as you people know 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are correct every column that you develop can be almost every column you create can be in a type view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a top priority one we called it top priority however it’s basically a score column um we have a. Monday Com Legal Counsel
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file column and we have a tags column what i love 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 browse facebook it’s going to do a cross board search let me reveal you people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular job i’m working on i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i find that extremely cool and i love i enjoy the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m unsure if you guys 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 could reveal you men eliminate due date mode generally what i want 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 Legal Counsel