This article is focused on answering Formula Monday Com …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page demands think of it more like imaginative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review 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 reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that as well and finally i’m going to show you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wished to show you people so i have it open and then we’re going to start awesome fine let’s start and landing page request i’m presuming
you guys i’m just gon na reveal um discuss the fundamentals truly rapidly but i’m sure you people know that this is a board each 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 enjoyable things so the way i divided my board here is between months but you can do this between customers or projects and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a short prior to working on an imaginative request is utilizing the type so a type essentially takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll fine let me reveal you how to create a form however basically this form is available in here and after that the group lead of the creative design team or any other group can appoint a particular designer to work on it so let me reveal you men how to create and add a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men examine the view area because it’s simply another method 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 particular things on your board so close the type view and like i said it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be provided the form they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the type without filling this information in so you can really simply create any column with anything that you people require when an imaginative demand can be found in make it a kind share the form preview the program you guys how a kind looks like um the name of the request you desire you wish to include a particular quick with a certain i know each business has a particular structure that
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they use um when do you require it by the priority and so on etc 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 show you people let’s fill it in and you can see um webinar request test i can add a specific apply for example today everything remains in the planning concepts phase and i require the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest top priority i wish to send it and let me show you people 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 know and then it can be called ideas or requests being available in and after that i can simply proceed take it and move it to a certain group that i believe 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 on how you detail your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes awesome incredible awesome i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them as well now i’ll just offer like a short summary this is the individual column as you guys understand 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 likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one form can occupy a number of columns on one board yes dell you are right every column that you create can be almost every column you produce can be in a type view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we utilize here is a priority one we called it priority but it’s essentially a score column um we have actually a. Formula Monday Com
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file column and we have a tags column what i love 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 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 particular job i’m working on 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 simply leave here [Music] alright um [Music] and yeah and i’m uncertain 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 undo this so i could show you people remove deadline mode generally what i wish to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Formula Monday Com