This article is focused on answering Monday.Com With Microsoft Teams …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 three specific on boards which are usage cases for banner and landing page demands think about it more like creative demands 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 campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a preview 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 also and last but not least i’m going to show you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wanted to show you people so i have it open and after that we’re going to start remarkable fine let’s start and landing page request i’m assuming
you guys i’m just gon na show um talk about the essentials actually rapidly however i make sure you people understand 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 review 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 between jobs or customers and it actually just 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 short before working on an imaginative request is utilizing the type so a type generally takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re looking for 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 type however generally this type can be found in here and then the team lead of the innovative style team or any other team can appoint a certain designer to work on it so let me reveal you men how to include a type and produce if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you guys inspect the view section since it’s simply another method to reveal um all your products simply 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 type view and like i stated it takes particular columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be given the form they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t submit the form without filling this details in so you can really just develop any column with anything that you guys require when an innovative demand is available in make it a form share the type sneak peek the program you people how a form appears like um the name of the demand you want you want to include a particular short with a specific i understand each company has a particular structure that
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they use um when do you need it by the top priority and so on and so forth 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 website copy it send it to whoever let’s just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a certain apply for example today everything remains in the planning concepts phase and i need the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest priority i wish to submit it and let me show you men how it is available in on the board webinar request test so it’s always going to come into the very first group which is important to know and then it can be called concepts or requests coming in and after that i can just go ahead take it and move it to a specific group that i believe it’s relevant for in this case it needs 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 simply 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 awesome amazing remarkable i’m glad you men are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them as well now i’ll simply give like a quick summary this is the person column as you people know we have our seven core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one kind can populate a number of columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a kind view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a top priority one we called it concern however it’s generally a ranking column um we have actually a. Monday.Com With Microsoft Teams
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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 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 men 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 task i’m dealing with i can just link them with tags and then i can cross board search it to what it matters for so i discover that super 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 guys understand what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might reveal you people eliminate deadline mode essentially what i wish 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 With Microsoft Teams