Monday Com Plans – Easily build, run, and scale

This article is focused on answering Monday Com Plans …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests think about it more like creative demands from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to go over 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 show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that too and finally i’m going to reveal you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to start incredible alright let’s start and landing page request i’m presuming

 

you people i’m just gon na show um discuss the essentials actually quickly however i make certain you guys know 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 integrations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between customers 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 method to get a short before working on a creative demand is using the form so a kind essentially 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 looking for the size of uh the banner that they want the designer to develop and i’ll okay let me reveal you how to produce a form but essentially this type is available in here and after that the group lead of the imaginative design team or any other group can designate a particular designer to deal with it so let me show you men how to add a form and create if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys check the view section since it’s just another way to reveal um all your products just 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 stated it takes specific columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the form they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t send the form without filling this details in so you can really simply develop any column with anything that you people need when an imaginative request is available in make it a type share the form sneak peek the show you men how a kind looks like um the name of the demand you desire you wish to include a specific 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 etc um you can take this link after put one second let me click the type 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 men let’s fill it in and you can see um webinar demand test i can add a particular declare example today everything remains in the preparation concepts phase and i require the creative 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 top priority i want to send it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is necessary to understand and then it can be called requests or concepts being available in and then i can simply go on take it and move it to a specific group that i think it matters 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 ensure you guys 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 simply compose yes so i can get feedback while you guys are listening yay yes yes awesome awesome incredible i’m glad you men are listening and understand everything great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them too today i’ll simply provide like a short summary this is the individual column as you men 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 likewise on the item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can occupy several columns on one board yes dell you are correct every column that you produce can be almost every column you produce can be in a kind view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a priority one we called it concern but it’s essentially a score column um we have actually a. Monday Com Plans

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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 reveal you people 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 dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m unsure if you men 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 due date mode is let me reverse this so i could reveal you people eliminate due date 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 Plans