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

This article is focused on answering Monday Com Event Planning …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page requests think about it more like innovative demands from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a slip 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 show you people that too and lastly i’m going to show you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to begin incredible okay let’s start and landing page demand i’m assuming

 

you guys i’m just gon na show um speak about the basics really quickly but i’m sure you people understand that this is a board every one of these are called each row and a group is called a product today we’re going to go over 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 in between tasks or clients and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a quick before dealing with an innovative request is utilizing the type so a form generally takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to develop and i’ll fine let me show you how to develop a form however essentially this form is available in here and after that the group lead of the creative style group or any other group can designate a specific designer to deal with it so let me show you men how to develop and include a type if anything is too fast 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 suggest you people inspect the view section because it’s simply another method to reveal um all your items simply 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 naturally but other columns that you can hide or make um viewable for the person that is going to be given the form they can upload this file if you wish to need it you can always do a checkbox and after that they can’t send the form without filling this details in so you can actually simply develop any column with anything that you people require when an imaginative request comes in make it a kind share the form preview the program you people how a type appears like um the name of the request you desire you want to include a particular brief with a particular i know each company has a certain structure that

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they use 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 site copy it send it to whoever let’s simply make look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a specific apply for example right now everything is in the planning concepts stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest concern i wish to submit it and let me show you men 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 very important to know and then it can be called demands or concepts coming in and then i can simply go ahead take it and move it to a particular group that i believe it matters 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 group or another board depending upon how you outline your workflow simply to ensure 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 simply compose yes so i can get feedback while you guys are listening yay yes yes amazing remarkable incredible i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them as well now i’ll just give like a brief introduction this is the individual column as you men understand we have our 7 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 also on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form 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 comes in as a product on the board great so this is our column center what we use here is a concern one we named it concern however it’s essentially a ranking column um we have a. Monday Com Event Planning

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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 browse facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a specific project 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 super cool and i love i enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m uncertain 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 men eliminate deadline mode essentially what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Monday Com Event Planning