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
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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 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