Monday.Com Forms Customization – Easily build, run, and scale

This article is focused on answering Monday.Com Forms Customization …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page requests think of it more like innovative requests from designers content so on and so forth 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 email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you people so i have it open and then we’re going to start remarkable all right let’s start and landing page demand i’m assuming

 

you people i’m simply gon na reveal um discuss the basics truly quickly but i make sure you people understand that this is a board each one of these are called each row and a group is called an item 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 however you can do this in between projects or clients and it really just depends on your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief before dealing with an innovative demand is using the kind so a type generally takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll fine let me reveal you how to produce a kind however generally this kind comes in here and after that the group lead of the innovative design team or any other group can designate a certain designer to deal with it so let me show you people how to develop and add a type 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 include view i suggest you guys inspect the view area due to the fact that it’s just another way to show 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 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 individual that is going to be provided the type they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t submit the form without filling this info in so you can actually just create any column with anything that you men require when an innovative demand can be found in make it a type share the kind sneak peek the show you people how a type appears like um the name of the request you want you want to add a particular quick with a particular i understand each company has a specific structure that

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they use um when do you require it by the concern 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 website copy it send it to whoever let’s simply make appearance i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a specific declare example right now whatever is in the planning concepts phase and i require the innovative 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 top priority i wish to submit it and let me reveal you people 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 important to understand and after that it can be called requests or concepts coming in and after that i can simply proceed take it and move it to a specific group that i believe it matters 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 on how you detail 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 just compose yes so i can get feedback while you people are listening yay yes yes amazing incredible awesome i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them as well now i’ll simply provide like a quick introduction this is the person column as you guys know we have our seven core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one form can populate numerous columns on one board yes dell you are appropriate every column that you create can be almost every column you create can be in a type view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a priority one we named it top priority however it’s basically a rating column um we have a. Monday.Com Forms Customization

monday.com, task management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.

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 reveal you men 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 certain project i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m not sure if you guys 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 reverse this so i could reveal you men get rid of due date mode generally what i want to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Monday.Com Forms Customization

Monday Com Forms Customization – Easily build, run, and scale

This article is focused on answering Monday Com Forms Customization …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests consider it more like creative requests from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i wish 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 also and lastly i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to start remarkable alright let’s begin and landing page demand i’m presuming

 

you men i’m just gon na reveal um talk about the basics actually quickly but i’m sure you men understand that this is a board each one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this in between clients or projects and it truly just depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a short prior to working on a creative demand is utilizing the form so a type generally takes all your columns and makes it a link that other people can submit which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll alright let me show you how to develop a kind but basically this form can be found in here and after that the group lead of the creative design team or any other group can designate a specific designer to work on it so let me reveal you guys how to develop and include a kind if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people inspect the view area since it’s simply another method to show um all your products just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the kind view and like i said it takes certain columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be given the type they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this info in so you can truly just produce any column with anything that you men need when a creative request is available in make it a kind share the type sneak peek the show you people how a form looks like um the name of the request you desire you wish to include a certain brief with a specific i understand each business has a certain 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 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 appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can include a particular apply for example right now whatever is in the preparation concepts stage and i need the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest priority i want to send it and let me show you guys how it comes in on the board webinar request test so it’s always going to enter into the first group which is necessary to understand and after that it can be called requests or concepts coming in and then i can just go on take it and move it to a particular group that i believe it matters 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 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 understood the type and it’s interesting to you simply 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 understand everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them as well but now i’ll just offer like a brief overview this is the individual column as you guys know we have our 7 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 product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy several columns on one board yes dell you are proper every column that you produce can be nearly every column you develop can be in a form 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 use here is a top priority one we called it concern however it’s essentially a score column um we have a. Monday Com Forms Customization

monday.com, job management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.

file column and we have a tags column what i enjoy about the tag column is if i click 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 reveal you guys 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 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’s relevant for so i find that incredibly cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m unsure if you men know what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might show you people get rid of deadline mode essentially what i want to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday Com Forms Customization