This article is focused on answering Monday Com Teamwork Made Easy …I’m a customer success manager here at monday.com and we’re gon na have an innovative 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 consider it more like creative 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 discuss marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that also and last but not least i’m going to show you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to start awesome okay let’s begin and landing page demand i’m presuming
you men i’m simply gon na reveal um talk about the fundamentals truly rapidly however i’m sure you people know that this is a board every one of these are called each row and a group is called a product today we’re going to discuss integrations automations views and a lot more fun things so the way i divided my board here is between months however you can do this in between tasks or customers and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short before working on an imaginative demand is using the kind so a form basically takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll fine let me reveal you how to develop a form but basically this kind comes in here and after that the team lead of the imaginative design team or any other team can appoint a specific designer to deal with it so let me reveal you people how to create and add a form if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys examine the view area due to the fact that it’s simply another method to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the form view and like i said it takes particular columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the type they can upload 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 truly just create any column with anything that you people need when an imaginative request comes in make it a kind share the type preview the program you men how a kind looks like um the name of the request you want you want to include a certain brief with a particular i know each company has a certain structure that
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they utilize 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 type 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 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 is in the planning concepts phase and i require the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest concern i wish to submit it and let me show you men how it is available in on the board webinar demand test so it’s always going to enter the first group which is necessary to know and after that it can be called ideas or demands coming in and after that i can simply go ahead 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 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 detail your workflow just to make certain you people 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 people are listening yay yes yes amazing incredible incredible i’m glad you people are listening and understand everything fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them also and now i’ll just give like a brief overview this is the person 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are right every column that you develop can be almost every column you develop 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 utilize here is a priority one we named it top priority but it’s essentially a rating column um we have actually a. Monday Com Teamwork Made Easy
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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 browse facebook it’s going to do a cross board search let me reveal you people 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 specific project i’m dealing with i can simply connect them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i love the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m uncertain if you people know what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i could show you people get rid of deadline mode essentially what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Monday Com Teamwork Made Easy