Monday.Com Edit Form – Easily build, run, and scale

This article is focused on answering Monday.Com Edit Form …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 specific on boards which are use cases for banner and landing page demands think of it more like creative demands from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and then i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that also and last but not least i’m going to reveal you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin incredible all right let’s begin and landing page request i’m assuming

 

you men i’m simply gon na show um speak about the fundamentals truly quickly however i make sure you guys 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 combinations automations views and a lot more fun stuff so the method i divided my board here is between months but you can do this between jobs or clients and it actually simply depends on 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 quick before dealing with an innovative demand is utilizing the kind so a type basically 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 looking for the size of uh the banner that they want the designer to create and i’ll all right let me show you how to produce a type but essentially this kind comes in here and then the team lead of the creative design team or any other group can appoint a specific designer to deal with it so let me show you people how to include a form and develop if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men check the view section since it’s simply another method to reveal 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 specific columns not the person 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 need it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can actually just develop any column with anything that you guys need when a creative request can be found in make it a type share the type preview the program you people how a form appears like um the name of the demand you desire you wish to include a particular quick with a specific i understand each company has a specific structure that

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they utilize um when do you need it by the top 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 website copy it send it to whoever let’s simply make look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a certain file for example today whatever is in the planning concepts stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest concern i want to submit it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is necessary to know and after that it can be called ideas or demands can be found in and after that i can just proceed take it and move it to a particular group that i think it’s relevant 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 board or another group depending on how you outline your workflow simply to make sure you guys 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 just compose yes so i can get feedback while you men are listening yay yes yes incredible awesome awesome i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them also today i’ll simply give like a brief overview this is the individual column as you guys know we have our seven core columns here and then 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 also as a view we’ll get to that um quickly um dale you just ask assuming one type can occupy 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 kind view and individuals 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 utilize here is a concern one we named it priority however it’s generally a score column um we have actually a. Monday.Com Edit Form

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file column and we have a tags column what i like 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 show you people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular project i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure 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 due date mode is let me reverse this so i might show you people get rid of deadline mode essentially what i want to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday.Com Edit Form