This article is focused on answering Not Monday Com …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 reveal you 3 specific on boards which are use cases for banner and landing page requests consider 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 discuss marketing project tracking and i wish to show 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 show you men that too and lastly i’m going to reveal you control panels um so let’s start in a minute i just want to bring up the um thing that i wished to show you men so i have it open and then we’re going to start remarkable okay let’s begin and landing page demand i’m assuming
you men i’m just gon na reveal um discuss the basics truly rapidly however i’m sure you guys 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 review integrations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this between tasks or clients and it really 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 using the type so a kind 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 searching for the size of uh the banner that they desire the designer to develop and i’ll all right let me reveal you how to create a type however essentially this type comes in here and then the team lead of the creative style team or any other team can assign a particular designer to work on it so let me show you people how to develop and include a kind if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys examine the view section since it’s simply another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i stated it takes certain columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be given the type they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can actually simply produce any column with anything that you guys require when an innovative request is available in make it a type share the form sneak peek the program you men how a kind appears like um the name of the request you desire you wish to add a certain quick with a specific i know each company has a particular structure that
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they use um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click 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 look i’ll just show you men let’s fill it in and you can see um webinar demand test i can add a specific declare example right now everything remains in the preparation ideas stage and i require the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest top priority i want to send it and let me reveal you guys how it is available in on the board webinar demand test so it’s always going to enter into the first group which is necessary to understand and after that it can be called requests or concepts coming in and after that i can just go ahead take it and move it to a certain 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 simply to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes amazing awesome awesome i’m glad you guys are listening and comprehend whatever excellent 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 but now i’ll simply provide like a quick overview this is the person column as you guys know we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy numerous columns on one board yes dell you are right every column that you produce can be almost every column you produce can be in a form view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we utilize here is a concern one we called it top priority however it’s basically a ranking column um we have a. Not Monday Com
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file column and we have a tags column what i enjoy about the tag column is if i click 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 search 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 certain project i’m dealing with i can merely connect them with tags and after that 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 just get out of here [Music] fine um [Music] and yeah and i’m unsure if you people 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 due date mode is let me reverse this so i might reveal you people remove deadline mode essentially what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Not Monday Com