This article is focused on answering Monday Com Vision …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 3 particular on boards which are usage cases for banner and landing page requests think about it more like imaginative demands from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal 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 guys that too and lastly i’m going to reveal you control panels um so let’s begin in a minute i simply 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 amazing okay let’s start and landing page request i’m presuming
you guys i’m just gon na show um speak about the basics really rapidly however i make certain you men know that this is a board every one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this in between tasks or clients and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a brief before working on an innovative request is utilizing the kind so a form essentially takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll alright let me show you how to produce a type however generally this form comes in here and after that the team lead of the creative design group or any other team can designate a particular designer to work on it so let me reveal you men how to produce 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 try clarify so i can go here include view i advise you men check the view section because it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the kind view and like i stated it takes specific columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this info in so you can truly just create any column with anything that you guys require when an innovative request can be found in make it a type share the type preview the show you people how a type appears like um the name of the demand you desire you wish to add a certain short with a specific i understand each business has a particular 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 on the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply 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 declare example today everything is in the preparation ideas stage and i require the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest top priority i wish to submit it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to come into the very first group which is very important to understand and after that it can be called demands or concepts can be found in and then i can simply go ahead take it and move it to a certain group that i believe it matters 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 on how you detail 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 comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes awesome remarkable remarkable i’m glad you men are listening and understand whatever great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them also now i’ll simply provide like a quick introduction this is the individual column as you guys know 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 simply ask presuming one kind can populate several 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 type view and individuals can fill it out and it is available in as an item on the board great so this is our column center what we use here is a priority one we named it top priority however it’s essentially a score column um we have a. Monday Com Vision
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file column and we have a tags column what i enjoy 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 show you guys 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 project 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 incredibly cool and i love i like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you men understand what this is however this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i could show you men remove deadline mode essentially what i wish to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Vision