This article is focused on answering Working At 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 show you 3 specific on boards which are use cases for banner and landing page requests think about it more like imaginative requests from designers content so on and so forth copywriters um a social networks 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 sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to show you people so i have it open and then we’re going to begin remarkable okay let’s begin and landing page request i’m assuming
you guys i’m simply gon na reveal um discuss the basics truly quickly but i make sure you guys understand that this is a board every 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 fun things so the way i divided my board here is in between months but you can do this in between tasks or customers 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 method to get a quick prior to dealing with an imaginative demand is using the type so a form basically takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll okay let me reveal you how to create a type however essentially this type comes in here and after that the team lead of the innovative style group or any other team can assign a certain designer to deal with it so let me show you people how to develop and include a form if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you men check the view area because it’s simply another way to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i said it takes particular 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 provided the form they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this info in so you can actually just create any column with anything that you men require when a creative demand is available in make it a type share the kind preview the show you men how a form looks like um the name of the demand you want you wish to add a certain quick with a particular i know each business has a specific structure that
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they use um when do you require it by the top priority and so on and so forth 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 site copy it send it to whoever let’s simply make appearance i’ll simply show you people let’s fill it in and you can see um webinar demand test i can add a particular file for example today everything remains in the preparation concepts stage and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest top priority i wish to submit it and let me reveal you guys how it can be found in on the board webinar request test so it’s constantly going to enter the first group which is important to understand and after that it can be called concepts or demands coming in and then i can just proceed take it and move it to a certain group that i think it matters 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 guys 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 people are listening yay yes yes amazing amazing incredible i’m glad you people are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them too today i’ll simply give like a short introduction this is the individual column as you guys 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one type can occupy numerous columns on one board yes dell you are appropriate 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 terrific so this is our column center what we utilize here is a top priority one we named it top priority but it’s basically a score column um we have a. Working At Monday Com
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file column and we have a tags column what i like 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 reveal 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 certain job 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 find that extremely 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 not sure if you men know what this is but 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 undo this so i might show you guys remove due date mode essentially what i want to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Working At Monday Com