This article is focused on answering Monday Qualifier Web Com 2017 …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 reveal you 3 specific on boards which are use cases for banner and landing page demands think about it more like creative demands from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i wish to show 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 show you people that too and lastly i’m going to reveal you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start awesome fine let’s begin and landing page request i’m presuming
you men i’m simply gon na reveal um speak about the basics actually quickly however i’m sure you men understand 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 integrations automations views and a lot more enjoyable things so the way i divided my board here is between months but 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 want however a cool method to get a quick prior to working on an imaginative demand is using the kind so a kind 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 trying to find the size of uh the banner that they want the designer to create and i’ll all right let me reveal you how to develop a type but basically this type comes in here and then the team lead of the creative style team or any other team can designate a certain designer to work on it so let me show you people how to produce and add a form if anything is too quick 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 advise you people inspect the view area due to the fact that it’s just another way 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 said it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the individual that is going to be given the kind they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t send the form without filling this info in so you can really simply create any column with anything that you guys require when an imaginative demand comes in make it a type share the kind sneak peek the show you men how a type appears like um the name of the demand you desire you want to include a particular short with a certain i understand each company has a certain structure that
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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click on 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 simply make appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can include a specific declare example right now everything remains in the planning ideas stage and i need the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in highest concern i wish to send it and let me show you guys how it can be found in on the board webinar request test so it’s always going to come into the very first group which is necessary to understand and after that it can be called concepts or requests coming in and after that i can simply 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 might so i’m going to keep it in this group i can move it to another board or another group depending upon how you describe your workflow just to make sure 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 just write yes so i can get feedback while you men are listening yay yes yes remarkable amazing remarkable i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them as well now i’ll just provide like a brief summary this is the individual column as you men understand we have our seven 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are proper every column that you create can be almost every column you create can be in a kind view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we called it priority but it’s basically a score column um we have actually a. Monday Qualifier Web Com 2017
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file column and we have a tags column what i love 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 search 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 particularly i can see that it’s another board and then if i have a certain task i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m unsure if you men know what this is but 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 reverse this so i could show you guys get rid of due date mode basically what i want to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Monday Qualifier Web Com 2017