Monday Com Event Planning Template – Easily build, run, and scale

This article is focused on answering Monday Com Event Planning Template …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use 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 design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you men that too 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 show you people so i have it open and after that we’re going to begin remarkable fine let’s start and landing page demand i’m presuming

 

you people i’m simply gon na show um talk about the fundamentals truly rapidly however i’m sure you guys 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 integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between clients or jobs and it really simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a quick prior to dealing with an imaginative 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 publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to produce a type but essentially this form can be found in here and then the team lead of the innovative style team or any other team can appoint a particular designer to work on it so let me reveal you men how to create and add a type 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 advise you men examine the view section because it’s just another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the kind view and like i stated it takes specific columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be given the type they can publish this file if you want to require it you can always do a checkbox and after that they can’t submit the kind without filling this information in so you can truly just develop any column with anything that you men require when an innovative demand is available in make it a form share the kind sneak peek the show you people how a form looks like um the name of the request you want you want to add a particular brief with a particular i know each business has a particular structure that

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they utilize um when do you require it by the priority and so on etc 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 website 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 request test i can include a specific declare example right now whatever is in the planning concepts stage and i require the imaginative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in highest top priority i wish to submit it and let me show you men how it is available in on the board webinar request test so it’s constantly going to enter the first group which is important to understand and after that it can be called concepts or requests coming in and then i can simply go on 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 on how you outline your workflow just to ensure you men 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 people are listening yay yes yes remarkable remarkable remarkable i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them too but now i’ll simply offer like a short introduction this is the individual column as you men understand we have our seven core columns here and then 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 item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are right every column that you develop can be almost every column you develop can be in a type view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we utilize here is a top priority one we called it priority however it’s essentially a rating column um we have a. Monday Com Event Planning Template

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file column and we have a tags column what i love about the tag column is if i click 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 browse facebook it’s going to do a cross board search let me reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular task i’m dealing with i can just link them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i love the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m unsure if you men understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i might reveal you men remove due date mode generally what i wish to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Monday Com Event Planning Template