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

This article is focused on answering Monday.Com Form Builder …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 show you 3 particular on boards which are usage cases for banner and landing page demands think about it more like innovative demands from designers content 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 go over marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show 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 show you men that as well and finally i’m going to show you dashboards um so let’s start in a minute i just want to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin remarkable all right let’s begin and landing page demand i’m presuming

 

you men i’m simply gon na reveal um talk about the basics actually rapidly but i make sure you men know that this is a board each one of these are called a group and each row is called a product today we’re going to discuss combinations 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 projects or customers and it actually 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 short prior to dealing with a creative request is using the form so a kind essentially takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to produce and i’ll alright let me reveal you how to develop a form but essentially this form comes in here and then the team lead of the imaginative style team or any other group can assign a certain designer to work on it so let me reveal you people how to create and add a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys inspect the view area due to the fact that it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the type view and like i stated it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the kind they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the form without filling this info in so you can truly simply produce any column with anything that you people require when a creative demand can be found in make it a form share the kind preview the show you people how a kind looks like um the name of the demand you desire you want to add a particular quick with a particular i understand each business has a particular structure that

gantt charts project management tool monday.com alternatives

they use 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 on the kind 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 reveal you men let’s fill it in and you can see um webinar demand test i can include a certain file for example today everything remains in the preparation concepts phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest concern i wish to send it and let me show you people how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is very important to know and after that it can be called ideas or requests being available in and then i can just go ahead take it and move it to a specific group that i think it’s relevant for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another group or another board depending upon how you detail your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes incredible remarkable amazing i’m glad you men are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them also but now i’ll just provide like a quick summary this is the person column as you people 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 presuming one type can populate numerous columns on one board yes dell you are appropriate every column that you produce can be nearly every column you develop can be in a kind view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a priority one we called it top priority however it’s essentially a score column um we have a. Monday.Com Form Builder

monday.com, task management, tool, software application, pricing, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, task management software, gantt charts, basecamp, company, button, api, kanban board, airtable, dashboard.

file column and we have a tags column what i like about the tag column is if i click on 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 show you people 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 certain project i’m dealing with i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you men know what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i might reveal you men remove due date mode basically what i want to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Monday.Com Form Builder