This article is focused on answering Monday Com Software …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative 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 consider it more like creative requests from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that as well 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 wished to show you men so i have it open and after that we’re going to begin amazing fine let’s begin and landing page request i’m assuming
you men i’m just gon na show um discuss the essentials actually rapidly however i’m sure you men understand 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 go over combinations automations views and a lot more fun things so the method i divided my board here is between months however you can do this in between projects or clients and it actually just depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief prior to working on an innovative request is using the kind so a type essentially takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to develop and i’ll fine let me reveal you how to develop a form however generally this kind comes in here and after that the team lead of the imaginative style team or any other group can designate a certain designer to work on it so let me show you guys how to include a form and create if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys inspect the view section due to the fact that it’s just another way to reveal um all your products 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 form view and like i said it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can publish this file if you want to require it you can always do a checkbox and after that they can’t submit the kind without filling this information in so you can really just develop any column with anything that you guys require when an innovative request can be found in make it a kind share the type preview the program you men how a type appears like um the name of the request you desire you wish to include a certain brief with a specific i understand each company has a certain structure that
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they use um when do you need it by the top priority and so on etc um you can take this link after put one second let me click the kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can include a specific apply for example right now everything is in the preparation ideas stage and i need the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest top priority i wish to submit it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to enter the very first group which is very important to understand and after that it can be called requests or ideas coming in and after that i can just go on take it and move it to a particular group that i think it’s relevant 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 upon how you detail 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 comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes incredible awesome awesome i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them as well now i’ll just offer like a short summary this is the person column as you people know we have our seven 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can populate numerous columns on one board yes dell you are appropriate every column that you create can be almost every column you develop can be in a kind view and individuals can fill it out and it can be found in as an item on the board terrific so this is our column center what we utilize here is a top priority one we named it concern however it’s generally a score column um we have actually a. Monday Com Software
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file column and we have a tags column what i like about the tag column is if i click on this right now it’s going to do a cross board search about every board i have on my um account and it’s going to browse facebook it’s going to do a cross board search let me reveal 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 project i’m dealing with 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 very cool and i love i enjoy the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not sure if you people know what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might reveal you people remove due date mode generally what i want to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Monday Com Software