Monday Com Custom Templates – Easily build, run, and scale

This article is focused on answering Monday Com Custom Templates …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 show you three particular on boards which are use cases for banner and landing page demands consider it more like creative requests from designers material so on and so forth copywriters um a social networks preparation and style 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 e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that too and last but not least i’m going to reveal you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to start amazing alright let’s start and landing page request i’m presuming

 

you guys i’m simply gon na show um speak about the basics really rapidly however i make certain you people know that this is a board every one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this between jobs or customers and it truly just depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a quick prior to dealing with an innovative demand is utilizing the form so a kind basically takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll alright let me show you how to develop a kind however essentially this type comes in here and then the team lead of the imaginative style team or any other team can appoint a particular designer to work on it so let me reveal you men how to produce and include a type if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you men inspect the view area because it’s simply another way 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 specific things on your board so close the kind view and like i stated 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 form they can upload this file if you wish to require it you can always do a checkbox and then they can’t send the kind without filling this info in so you can really just create any column with anything that you men need when a creative request comes in make it a kind share the form sneak peek the program you people how a type looks like um the name of the request you desire you want to include a particular quick with a particular i know each business has a particular structure that

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they use um when do you require it by the concern and so on and so forth 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 site copy it send it to whoever let’s simply make look i’ll just show you men let’s fill it in and you can see um webinar request test i can include a certain apply for example right now whatever is in the planning ideas phase and i require the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest top priority i want to send 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 come into the first group which is essential to understand and after that it can be called demands or ideas can be found in and then i can simply go ahead take it and move it to a certain group that i think it matters for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow just to ensure you guys 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 guys are listening yay yes yes awesome incredible incredible i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them too and now i’ll just give like a brief introduction this is the individual column as you people know we have our seven core columns here and after that 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 also as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are appropriate every column that you create can be nearly every column you produce can be in a type view and individuals can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a priority one we called it concern but it’s generally a score column um we have a. Monday Com Custom Templates

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file column and we have a tags column what i enjoy 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 search facebook it’s going to do a cross board search let me reveal you guys 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 certain project i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you people understand what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i might show you people get rid of deadline mode basically what i want to do i wish to set as due date i wish to take the status column but i might take any status column i have for example the. Monday Com Custom Templates