Monday Board Types – Easily build, run, and scale

This article is focused on answering Monday Board Types …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 particular on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you guys that too and finally i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to start amazing all right let’s start and landing page request i’m assuming

 

you men i’m simply gon na show um talk about the fundamentals truly quickly but i’m 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 integrations 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 customers or projects and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick before working on a creative demand is utilizing the type so a kind generally 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 trying to find the size of uh the banner that they desire the designer to develop and i’ll alright let me show you how to create a form however essentially this type is available in here and then the group lead of the creative style group or any other team can designate a certain designer to work on it so let me reveal you guys how to create and add a form if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you guys check the view area because it’s just another method to show 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 certain things on your board so close the type view and like i stated it takes particular columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can upload this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this info in so you can really just develop any column with anything that you people require when an imaginative demand is available in make it a type share the form sneak peek the program you guys how a type looks like um the name of the demand you want you want to add a certain quick with a certain i know each business has a particular structure that

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they use um when do you need 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 site copy it send it to whoever let’s simply make appearance i’ll just show you men let’s fill it in and you can see um webinar demand test i can add a specific apply for example right now everything is in the planning concepts stage and i require the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest concern i want to send it and let me reveal you people how it is available in on the board webinar demand test so it’s constantly going to come into the first group which is very important to know and after that it can be called demands or concepts coming in and after that i can simply go ahead take it and move it to a specific group that i believe 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 on how you outline 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 type and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes awesome incredible remarkable i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them as well and now i’ll just give like a quick summary this is the individual column as you people know we have our 7 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy several columns on one board yes dell you are appropriate every column that you develop can be practically every column you develop can be in a kind view and people can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a concern one we named it top priority but it’s generally a rating column um we have actually a. Monday Board Types

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Monday Board Types