Monday.Com Project Request Form – Easily build, run, and scale

This article is focused on answering Monday.Com Project Request Form …I’m a customer success supervisor 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 use cases for banner and landing page demands think of it more like creative demands from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that too and finally i’m going to show you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin awesome fine let’s start and landing page request i’m assuming

 

you men i’m simply gon na reveal um talk about the basics actually quickly however i’m sure you men know that this is a board each one of these are called a group and each row is called an item today we’re going to go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this between jobs or clients and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief before working on a creative demand is using the kind so a type essentially takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to produce and i’ll okay let me reveal you how to create a type but basically this type can be found in here and then the group lead of the imaginative style team or any other group can designate a specific designer to work on it so let me reveal you guys how to include a type and produce if anything is too quick 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 advise you people inspect the view section since it’s simply another way to show um all your products just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the kind view and like i said it takes particular columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the type they can upload this file if you want to require it you can always do a checkbox and then they can’t submit the kind without filling this information in so you can really simply create any column with anything that you guys require when a creative request is available in make it a type share the type preview the program you people how a type looks like um the name of the demand you desire you wish to include a particular brief with a certain i understand each business has a particular structure that

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they utilize 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 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 just show you men let’s fill it in and you can see um webinar demand test i can include a certain file for example right now everything is in the planning concepts phase and i require the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest concern i wish to submit it and let me reveal you men how it comes in on the board webinar request test so it’s always going to come into the first group which is important to understand and then it can be called ideas or requests can be found in and then i can just go ahead take it and move it to a certain group that i think 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 board or another group depending on how you detail your workflow just 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 simply compose yes so i can get feedback while you people are listening yay yes yes remarkable remarkable incredible i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them as well today i’ll just provide like a brief overview this is the person column as you guys know we have our 7 core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise 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 right every column that you create can be nearly every column you create can be in a type view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a priority one we named it concern but it’s generally a rating column um we have a. Monday.Com Project Request Form

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file column and we have a tags column what i love 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 show 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 particular project i’m working on i can just link them with tags and then 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 leave here [Music] all right um [Music] and yeah and i’m not sure if you guys understand what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might show you people remove deadline mode generally what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Monday.Com Project Request Form