This article is focused on answering Monday Com Recuring Tasks …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 three particular on boards which are usage cases for banner and landing page requests think of it more like innovative requests from designers content so on and so forth copywriters um a social networks preparation 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 integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you men that too and finally i’m going to show you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wished to show you people so i have it open and after that we’re going to start remarkable all right let’s start and landing page request i’m presuming
you men i’m just gon na reveal um speak about the basics truly rapidly however i’m 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 discuss integrations 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 customers or projects and it truly just depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a quick before dealing with an innovative demand is utilizing the form so a form basically takes all your columns and makes it a link that other individuals 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 want the designer to develop and i’ll alright let me show you how to develop a form but generally this type comes in here and then the team lead of the imaginative design group or any other group can assign a specific designer to work on it so let me show you people how to add a type and create if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you men examine the view section since it’s simply another way 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 particular things on your board so close the type view and like i said it takes specific columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be provided 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 type without filling this info in so you can actually just produce any column with anything that you people require when an innovative request can be found 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 desire you want to include a specific quick with a particular i know each company has a specific structure that
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they use um when do you require it by the concern and so on etc 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 website copy it send it to whoever let’s just make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a particular file for example today everything remains in the preparation ideas phase and i require the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest priority i want to submit it and let me reveal you men how it comes in on the board webinar demand test so it’s always going to come into the first group which is very important to know and then it can be called requests or concepts being available 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 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 on how you outline your workflow just to make certain you guys are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes awesome amazing amazing i’m glad you guys are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them also today i’ll simply give like a quick introduction this is the person column as you guys 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can populate a number of columns on one board yes dell you are right every column that you develop can be almost every column you produce can be in a kind view and individuals can fill it out and it can be found in as an item on the board great so this is our column center what we use here is a top priority one we called it concern however it’s basically a rating column um we have a. Monday Com Recuring Tasks
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Monday Com Recuring Tasks