This article is focused on answering Monday Com Okr …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 3 specific on boards which are use cases for banner and landing page requests think of 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 desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that also and finally i’m going to show you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to begin amazing all right let’s start and landing page request i’m assuming
you guys i’m simply gon na show um speak about the basics truly rapidly but i’m sure you people know that this is a board every one of these are called each row and a group is called a product today we’re going to discuss integrations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this in between tasks or customers and it really just depends on 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 brief prior to dealing with an imaginative demand is using the type so a kind essentially takes all your columns and makes it a link that other people can fill out 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 create and i’ll fine let me show you how to produce a type however generally this type comes in here and after that the team lead of the creative style group or any other group can appoint a specific designer to deal with it so let me reveal you guys how to produce and add a kind 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 include view i advise you people examine the view area due to the fact that it’s just another method to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the type view and like i stated it takes certain columns not the individual column obviously however other columns that you can hide or make um viewable for the person 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 then they can’t send the kind without filling this information in so you can really just create any column with anything that you guys need when a creative request is available in make it a type share the kind preview the show you people how a form looks like um the name of the request you want you wish to include a specific brief with a certain i understand each company has a particular structure that
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they use um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click on 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 simply make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can include a certain file for example right now everything remains in the planning ideas phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest priority i want to submit it and let me show you people how it is available in on the board webinar request test so it’s constantly going to enter into the very first group which is necessary to understand and then it can be called ideas or demands being available in and after that i can simply go on take it and move it to a specific 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 board or another group depending upon how you detail your workflow simply to ensure 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 compose yes so i can get feedback while you people are listening yay yes yes awesome remarkable remarkable i’m glad you men are listening and understand whatever 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 also and now i’ll simply offer like a quick summary this is the individual column as you guys know we have our seven 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 also on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one kind can occupy several columns on one board yes dell you are proper every column that you develop can be almost every column you produce can be in a type view and people can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a priority one we named it top priority but it’s generally a rating column um we have a. Monday Com Okr
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Monday Com Okr