This article is focused on answering Monday Com Capterra …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests consider it more like imaginative requests from designers material so on etc copywriters um a social networks preparation and design 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 email marketing um integrity that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you guys that also and last but not least 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 wished to reveal you people so i have it open and then we’re going to begin incredible okay let’s start and landing page request i’m assuming
you people i’m simply gon na reveal um discuss the basics really quickly but i make sure you guys understand that this is a board each one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is between months however you can do this in between customers or jobs and it really just depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a short prior to working on an imaginative request is using the form 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 looking for the size of uh the banner that they want the designer to produce and i’ll okay let me show you how to develop a kind but generally this form can be found in here and then the group lead of the innovative design group or any other team can appoint a certain designer to deal with it so let me show you people how to add a type and develop if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you guys check the view area because it’s just another way to reveal um all your items 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 kind view and like i said it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the person that is going to be given the kind they can upload this file if you want to require it you can always do a checkbox and then they can’t submit the type without filling this details in so you can really simply develop any column with anything that you guys require when an innovative request comes in make it a type share the form preview the program you men how a type appears like um the name of the request you want you wish to add a specific quick with a certain i understand each business has a certain structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd let me click the type 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 look i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example today everything is in the planning ideas stage and i require the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest priority i want to submit it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to enter the very first group which is necessary to understand and then it can be called concepts or requests can be found in and after that i can simply go ahead take it and move it to a particular 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 upon how you describe your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes incredible awesome remarkable i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them also and now i’ll simply give like a short overview this is the person 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 also on the product itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can populate numerous columns on one board yes dell you are proper every column that you develop can be practically every column you create can be in a form 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 use here is a concern one we called it concern however it’s essentially a rating column um we have a. Monday Com Capterra
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Monday Com Capterra