This article is focused on answering Monday Com Percentage …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page requests think about it more like creative requests from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that also and last but not least i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start awesome alright let’s start and landing page request i’m presuming
you men i’m just gon na reveal um speak about the essentials actually rapidly however i make sure you guys 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 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 between clients or tasks and it really simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick prior to dealing with an innovative demand is utilizing the kind so a type generally takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll alright let me reveal you how to create a form but basically this kind can be found in here and then the group lead of the innovative design team or any other group can appoint a particular designer to deal with it so let me reveal you guys how to create and include a type 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 add view i advise you people inspect the view area because 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 way to see um specific things on your board so close the kind view and like i said it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the type they can publish this file if you want to require it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can really simply create any column with anything that you guys need when an innovative demand is available in make it a form share the type preview the show you men how a form appears like um the name of the request you desire you wish to include a specific quick with a specific i know each company has a certain structure that
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they utilize 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 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 just make look i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a certain apply for example today whatever remains in the planning concepts stage 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’s in greatest concern i wish to send it and let me reveal you guys how it comes in on the board webinar request test so it’s always going to enter into the first group which is essential to understand and then it can be called demands or ideas being available in and then i can simply go on take it and move it to a certain group that i think it matters for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another board or another group depending on how you describe 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 kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes remarkable awesome remarkable i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them as well but now i’ll just give like a short introduction this is the individual column as you guys know we have our 7 core columns here and then 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 also as a view we’ll get to that um quickly um dale you just ask assuming one type can populate several columns on one board yes dell you are correct every column that you produce can be practically 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 great so this is our column center what we utilize here is a concern one we named it top priority but it’s basically a score column um we have a. Monday Com Percentage
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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 guys how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular task i’m working on i can merely link them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i enjoy the tech college let me just get out of here [Music] okay 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 due date mode is let me reverse this so i might reveal you guys eliminate due date mode generally what i want to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Monday Com Percentage