This article is focused on answering Monday.Com Form Templates …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 demands consider it more like creative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project 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 reveal you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and lastly i’m going to show you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to begin remarkable alright let’s begin and landing page request i’m presuming
you people i’m simply gon na show um talk about the essentials really rapidly however i make sure you guys 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 review integrations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this between projects or customers and it really simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick prior to working on an imaginative request is using the form so a type essentially takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll fine let me reveal you how to develop a type however essentially this kind is available in here and then the group lead of the creative design team or any other team can designate a certain designer to deal with it so let me show you people how to develop and add a kind if anything is too fast 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 check the view section because it’s just 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 particular things on your board so close the form view and like i said it takes specific columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the form they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t submit the type without filling this information in so you can really simply develop any column with anything that you men need when a creative demand can be found in make it a type share the kind preview the show you people how a form looks like um the name of the demand you desire you wish to include a specific quick with a particular i understand each company has a specific structure that
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they use um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a specific apply for example right now whatever remains in the preparation concepts phase and i require the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest concern i wish to send it and let me show you men how it comes in on the board webinar request test so it’s constantly going to enter into the first group which is very important to know and then it can be called requests or concepts can be found in and after that i can simply go ahead 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 group or another board depending upon how you detail your workflow just to make certain you guys are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes amazing incredible remarkable i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also today i’ll just provide like a brief overview this is the person column as you people understand we have our 7 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one form can occupy numerous columns on one board yes dell you are right every column that you develop can be nearly every column you create can be in a type view and people can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a top priority one we called it priority however it’s generally a ranking column um we have a. Monday.Com Form Templates
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Monday.Com Form Templates