This article is focused on answering Monday Com Microsoft Teams …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 show you three particular on boards which are use cases for banner and landing page requests think about it more like innovative demands from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that too and finally i’m going to reveal you control panels um so let’s start in a minute i just wish to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to begin incredible fine let’s begin and landing page demand i’m presuming
you men i’m simply gon na reveal um talk about the essentials really rapidly but i’m sure you people 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 review combinations automations views and a lot more fun things so the method i divided my board here is between months however you can do this between customers or jobs and it really simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief before dealing with an imaginative request is utilizing the type so a form generally 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 fine let me reveal you how to produce a type however generally this kind comes in here and after that the team lead of the imaginative design group or any other team can appoint a certain designer to deal with it so let me show you people how to include a kind and create if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men inspect the view area since it’s simply another way 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 specific things on your board so close the form view and like i stated it takes certain columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t submit the form without filling this details in so you can really just create any column with anything that you guys need when a creative demand can be found in make it a type share the type preview the show you people how a type appears like um the name of the request you desire you wish to add a particular brief with a specific i know each business has a particular structure that
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they use um when do you need it by the priority and so on etc 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 website copy it send it to whoever let’s simply make appearance i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a certain file for example today whatever remains in the planning ideas phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in highest top priority i wish to send it and let me show you people how it comes in on the board webinar demand test so it’s always going to enter into the very first group which is essential to know and after that it can be called ideas or demands coming in and then i can just go ahead take it and move it to a particular group that i think it matters 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 board or another group depending upon how you describe your workflow simply to make certain you people 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 just write yes so i can get feedback while you people are listening yay yes yes awesome remarkable incredible i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too today i’ll just provide like a brief overview this is the individual column as you guys know we have our 7 core columns here and after that we have more fascinating 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 soon um dale you simply ask presuming one kind can populate a number of columns on one board yes dell you are appropriate every column that you produce can be practically every column you develop can be in a type view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a priority one we named it priority but it’s basically a rating column um we have actually a. Monday Com Microsoft Teams
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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 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 job i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m uncertain if you people understand what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i might show you men eliminate due date mode generally what i wish to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday Com Microsoft Teams