This article is focused on answering Monday.Com Pc App …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 reveal you 3 specific on boards which are usage cases for banner and landing page requests think about it more like creative requests from designers material 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 discuss marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that too and finally i’m going to reveal you control panels 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 after that we’re going to begin amazing fine let’s start and landing page request i’m presuming
you guys i’m just gon na show um speak about the basics really quickly but i’m sure you guys know that this is a board each one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more fun things so the way i divided my board here is between months but you can do this between projects or customers and it actually just depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief before dealing with an innovative demand is using the form so a type basically takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to develop a kind but basically this form is available in here and after that the group lead of the innovative style group or any other team can designate a specific designer to deal with it so let me show you men how to include a type 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 include view i suggest you guys inspect the view area due to the fact that it’s just another method to reveal um all your items 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 kind view and like i stated it takes certain columns not the person column obviously however 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 require it you can always do a checkbox and after that they can’t send the form without filling this info in so you can actually simply develop any column with anything that you men require when an imaginative request comes in make it a form share the kind sneak peek the show you men how a form appears like um the name of the request you want you want to add a particular short with a particular i know each business has a certain structure that
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they use um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click the kind 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 look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a particular apply for example today whatever remains in the planning ideas stage and i need the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest concern i wish to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is essential to know and then it can be called ideas or demands coming in and then i can simply go on take it and move it to a particular 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 outline 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 kind and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes amazing awesome remarkable i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them as well and now i’ll simply offer like a short summary this is the individual column as you men 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy a number of columns on one board yes dell you are proper 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 can be found in as a product 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 rating column um we have actually a. Monday.Com Pc App
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file column and we have a tags column what i like about the tag column is if i click 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 search facebook it’s going to do a cross board search let me show you men 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 just link them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i enjoy the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not sure if you people 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 reverse this so i might show you guys eliminate deadline mode basically what i wish to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Monday.Com Pc App