This article is focused on answering Monday.Com Nasdaq …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page demands think of it more like creative demands from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that also and last but not least i’m going to show you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin awesome alright let’s begin and landing page demand i’m presuming
you men i’m simply gon na show um discuss the fundamentals really quickly however i’m sure you men know 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 in between months however you can do this between tasks or customers and it truly just depends upon 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 short prior to dealing with an imaginative demand is using the form so a type essentially takes all your columns and makes it a link that other people can fill out 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 develop and i’ll okay let me show you how to produce a type but essentially this type comes in here and then the group lead of the imaginative design team or any other group can assign a particular designer to work on it so let me show you guys how to create and include a form if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people inspect the view area because it’s simply another method to show 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 type view and like i said it takes particular columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can submit this file if you want to need it you can always do a checkbox and then they can’t submit the kind without filling this info in so you can really simply create any column with anything that you men need when an imaginative demand can be found in make it a form share the form preview the show you people how a kind appears like um the name of the request you desire you want to include a specific short with a certain i know each company has a certain structure that
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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one second let me click 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 guys let’s fill it in and you can see um webinar request test i can include a specific file for example right now whatever is in the planning ideas stage and i need the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in highest priority i want to send it and let me reveal you people how it is available in on the board webinar request test so it’s always going to enter into the first group which is important to understand and after that it can be called ideas or requests being available 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 needs to be done by may so i’m going to keep it in this group i can move it to another board or another group depending upon how you outline your workflow simply to make sure you guys 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 guys are listening yay yes yes awesome remarkable awesome i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them too but now i’ll just offer like a brief introduction this is the individual column as you men understand we have our seven core columns here and then we have more interesting 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 simply ask presuming one form can populate 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 kind view and individuals can fill it out and it comes in as an item on the board terrific so this is our column center what we use here is a concern one we called it concern however it’s essentially a rating column um we have a. Monday.Com Nasdaq
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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 today 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 show you men how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain task 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 very cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m uncertain if you guys know what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i might reveal you guys get rid of due date mode generally what i want to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Monday.Com Nasdaq