This article is focused on answering Monday Com Case Study …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 three specific on boards which are use cases for banner and landing page requests consider it more like creative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that too and last but not least i’m going to reveal you control panels um so let’s start in a minute i just want to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to start remarkable alright let’s begin and landing page demand i’m assuming
you people i’m simply gon na show um talk about the fundamentals actually rapidly but i’m sure you people understand 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 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 between tasks or customers 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 method to get a brief prior to dealing with an innovative request is utilizing the type so a kind generally takes all your columns and makes it a link that other individuals can submit 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 all right let me reveal you how to produce a kind but basically this type can be found in here and then the group lead of the imaginative design group or any other group can designate a specific designer to deal with it so let me show you people how to develop and include a form if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you men check the view section because it’s simply another method to show 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 particular things on your board so close the kind view and like i said it takes particular 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 kind they can publish this file if you wish to need it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can actually simply produce any column with anything that you men need when an innovative demand comes in make it a form share the kind sneak peek the show you people how a kind looks like um the name of the demand you desire you want to include a particular brief with a certain i know each business has a certain structure that
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they use um when do you need it by the top priority and so on etc um you can take this link after put one second let me click the form 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 particular apply for example today whatever remains in the preparation ideas stage and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest top priority i wish to submit it and let me show you guys how it can be found in on the board webinar demand test so it’s always going to enter the first group which is very important to know and then it can be called ideas or requests can be found in and after that i can just go on take it and move it to a particular group that i think it’s relevant 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 board or another group depending upon how you describe 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 form and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes amazing amazing amazing i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them too but now i’ll simply offer like a quick overview this is the individual column as you people understand we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one form can occupy several columns on one board yes dell you are proper every column that you develop can be nearly every column you develop can be in a form view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a priority one we named it top priority however it’s generally a ranking column um we have a. Monday Com Case Study
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file column and we have a tags column what i like 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 reveal you people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific task i’m dealing with i can just connect 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] all right um [Music] and yeah and i’m not sure if you people know what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could show you men get rid of due date mode generally what i wish to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Monday Com Case Study