This article is focused on answering Monday Com Free Trial Period …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 particular on boards which are use cases for banner and landing page requests consider it more like creative requests from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish 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 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wished to show you guys so i have it open and then we’re going to begin incredible fine let’s begin and landing page demand i’m assuming
you men i’m simply gon na show um talk about the fundamentals truly rapidly however i’m sure you people understand 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 review combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this in between clients or projects and it actually 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 dealing with an innovative request is using the kind so a form essentially takes all your columns and makes it a link that other people can submit which they can upload 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 essentially this form comes in here and after that the team lead of the creative design group or any other group can assign a particular designer to deal with it so let me reveal you guys how to add a form and produce 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 recommend you people examine the view section due to the fact that it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i said it takes particular 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 provided the kind they can submit this file if you want to require it you can always do a checkbox and after that they can’t send the kind without filling this details in so you can truly simply create any column with anything that you men need when an imaginative demand can be found in make it a type share the form preview the program you people how a form looks like um the name of the request you desire you want to add a particular brief with a particular i know each business has a certain structure that
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they utilize um when do you require it by the priority and so on etc um you can take this link after put one second 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 simply make look i’ll just show you people let’s fill it in and you can see um webinar request test i can add a specific file for example today everything remains in the preparation concepts stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest priority i want to submit it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is important to understand 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 certain group that i believe 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 on 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 understood the type and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes amazing remarkable incredible i’m glad you guys 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 discuss them also and now i’ll simply give like a brief overview this is the person column as you people know we have our seven 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 also on the product itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one kind can populate numerous columns on one board yes dell you are correct every column that you create can be almost every column you create can be in a kind view and individuals can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a concern one we named it priority however it’s essentially a ranking column um we have a. Monday Com Free Trial Period
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file column and we have a tags column what i like about the tag column is if i click 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 browse facebook it’s going to do a cross board search let me show 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 certain task 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 simply get out of here [Music] okay um [Music] and yeah and i’m unsure if you guys 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 reverse this so i could show you people get rid of deadline mode essentially what i want to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Free Trial Period