This article is focused on answering Monday Com Teamwork …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page demands think of it more like creative demands from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip 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 men that too and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to start amazing all right let’s begin and landing page demand i’m assuming
you people i’m simply gon na reveal um speak about the fundamentals really quickly however i’m sure you men understand that this is a board every 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 but you can do this in between clients or jobs and it really simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a short prior to dealing with a creative demand is utilizing the form so a kind essentially takes all your columns and makes it a link that other people 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 produce and i’ll fine let me reveal you how to develop a kind but generally this type comes in here and then the team lead of the innovative style team or any other group can assign a specific designer to deal with it so let me show you guys how to add a form and create if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men inspect the view section because it’s simply another method to show um all your items just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i stated it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the person that is going to be provided the form they can upload this file if you want to require it you can always do a checkbox and then they can’t submit the form without filling this information in so you can really just create any column with anything that you men require when a creative demand is available in make it a type share the kind preview the program you guys how a form appears like um the name of the demand you desire you wish to add a particular quick with a particular i understand each company 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 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 request test i can add a specific file for example right now everything is in the preparation concepts stage and i require the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest top priority i wish to send it and let me reveal you men how it can be found in on the board webinar demand test so it’s constantly going to come into the very first group which is necessary to understand and then it can be called concepts or requests being available in and after that i can simply go on take it and move it to a certain group that i believe 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 describe your workflow simply to ensure you people 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 compose yes so i can get feedback while you people are listening yay yes yes incredible incredible remarkable i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them as well now i’ll simply offer like a short overview this is the person column as you guys understand we have our 7 core columns here and then 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 quickly um dale you just ask assuming one type can occupy a number of columns on one board yes dell you are right every column that you create can be practically every column you create can be in a kind 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 use here is a top priority one we called it priority however it’s essentially a rating column um we have actually a. Monday Com Teamwork
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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 show you people 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 specific task i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i love the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not sure if you people 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 reverse this so i could show you guys eliminate deadline mode essentially what i wish to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday Com Teamwork