This article is focused on answering Monday Com Set Progress …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are usage cases for banner and landing page demands think about 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 go over marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that too and finally i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to start amazing fine let’s start and landing page request i’m assuming
you guys i’m just gon na show um talk about the essentials really rapidly however i make sure you people understand that this is a board each one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months but you can do this in between customers or jobs 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 brief prior to working on an innovative request is using the kind so a form generally takes all your columns and makes it a link that other individuals can complete which they can upload 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 okay let me show you how to produce a kind but basically this kind comes in here and then the group lead of the creative design group or any other team can assign a particular designer to work on it so let me show you people how to produce and add a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you men check the view section because it’s just another way to reveal 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 specific things on your board so close the form view and like i stated it takes certain columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be given the type they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can actually just produce any column with anything that you people require when an imaginative request can be found in make it a kind share the kind sneak peek the show you people how a form appears like um the name of the request you desire you want to include a certain quick with a specific i understand each business has a particular structure that
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they utilize um when do you need it by the priority and so on etc um you can take this link after put one 2nd 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 men let’s fill it in and you can see um webinar demand test i can add a certain declare example today whatever is in the planning concepts phase and i need the imaginative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in highest concern i wish to submit it and let me reveal you men how it can be found in on the board webinar request test so it’s constantly going to come into the very first group which is necessary to understand and after that it can be called requests or ideas can be found in and then i can just go on take it and move it to a certain group that i believe it’s relevant 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 board or another group depending upon how you outline your workflow just to make certain you men 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 incredible awesome i’m glad you men are listening and understand whatever excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them too now i’ll just provide like a quick overview this is the individual column as you people understand 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 likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy a number of columns on one board yes dell you are proper every column that you create can be almost every column you produce can be in a form view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a priority one we called it top priority however it’s essentially a rating column um we have actually a. Monday Com Set Progress
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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 people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific job i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that super cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m uncertain if you men understand what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i might show you guys get rid of due date mode essentially what i wish to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Set Progress