This article is focused on answering United Leasing Web Com Monday Qualifier …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 reveal you 3 specific on boards which are usage cases for banner and landing page requests think about it more like creative demands from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to begin remarkable alright let’s start and landing page demand i’m assuming
you guys i’m just gon na show um talk about the basics actually rapidly but i make sure you men understand that this is a board each one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this between jobs or clients and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a quick prior to dealing with a creative request is utilizing the form so a form generally takes all your columns and makes it a link that other individuals can fill out 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 create and i’ll okay let me reveal you how to produce a form however basically this type is available in here and after that the team lead of the imaginative design team or any other group can appoint a particular designer to deal with it so let me reveal you men how to include a form and produce if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you people examine the view area due to the fact that it’s just another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the type view and like i stated it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be given 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 form without filling this information in so you can really just produce any column with anything that you men require when an innovative request comes in make it a form share the kind preview the program you guys how a kind looks like um the name of the demand you want you want to include a specific brief with a particular i understand each business has a particular structure that
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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click the kind 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 request test i can include a particular apply for example today everything remains in the preparation ideas phase and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest concern i wish to send it and let me reveal you guys how it comes in on the board webinar request test so it’s always going to enter into the first group which is very important to know and after that it can be called demands or ideas being available in and then i can simply go ahead take it and move it to a specific group that i think it matters 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 group or another board depending upon how you detail your workflow just to make certain 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 compose yes so i can get feedback while you guys are listening yay yes yes remarkable awesome remarkable i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them as well and now i’ll simply provide like a short introduction this is the individual column as you guys know we have our seven core columns here and after that we have more interesting 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 assuming one kind can populate several columns on one board yes dell you are proper every column that you produce can be almost 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 fantastic so this is our column center what we utilize here is a priority one we named it top priority however it’s generally a rating column um we have actually a. United Leasing Web Com Monday Qualifier
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file column and we have a tags column what i enjoy 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 particularly i can see that it’s another board and then if i have a specific project i’m working on i can just link 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 love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not sure if you men understand what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might show you people eliminate deadline mode basically what i wish to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. United Leasing Web Com Monday Qualifier