This article is focused on answering Monday.Com Form Viewer …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 show you three specific on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you men that too and finally i’m going to show you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to start remarkable fine let’s begin and landing page demand i’m presuming
you men i’m simply gon na show um speak about the fundamentals really quickly but i’m sure you men know 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 integrations automations views and a lot more fun things so the way i divided my board here is between months however you can do this in between jobs or customers and it really simply depends on 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 before working on a creative demand is utilizing the type so a kind essentially takes all your columns and makes it a link that other individuals can fill out which they can upload 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 all right let me show you how to produce a form but essentially this type can be found in here and then the group lead of the innovative design team or any other team can designate a particular designer to work on it so let me show you men how to develop and include a form if anything is too fast or something is not clear 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 due to the fact that it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i stated it takes certain columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be given the form they can publish this file if you wish to need it you can always do a checkbox and after that they can’t submit the form without filling this information in so you can actually simply produce any column with anything that you guys require when a creative request comes in make it a type share the type sneak peek the program you people how a form looks like um the name of the request you desire you wish to add a particular short with a certain i know each company has a specific structure that
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they use um when do you require it by the top priority and so on and so forth um you can take this link after put one 2nd let me click on 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 just make look i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can include a certain declare example today everything remains in the planning ideas phase and i need the innovative 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 want to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is important to know and after that it can be called requests or concepts being available in and after that i can just proceed 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 describe your workflow simply to make certain you men 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 amazing incredible awesome i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them as well now i’ll simply provide like a brief summary this is the individual column as you guys know 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 also on the item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate numerous columns on one board yes dell you are correct every column that you create can be practically every column you produce can be in a form view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a top priority one we named it concern however it’s generally a rating column um we have a. Monday.Com Form Viewer
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file column and we have a tags column what i enjoy 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 reveal you guys 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 specific project i’m working on i can merely connect them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i enjoy the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m unsure if you people understand what this is however 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 could show you men get rid of deadline mode basically what i wish to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. Monday.Com Form Viewer