Monday.Com Request Forms – Easily build, run, and scale

This article is focused on answering Monday.Com Request Forms …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page requests consider it more like innovative requests 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 go over marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that also and last but not least i’m going to show you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin incredible fine let’s begin and landing page request i’m assuming

 

you guys i’m simply gon na reveal um speak about the essentials really quickly but i’m sure you men understand that this is a board every 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 stuff so the method i divided my board here is between months but you can do this between customers or jobs and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a short prior to working on an innovative demand is using the kind so a form 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 looking for the size of uh the banner that they desire the designer to produce and i’ll okay let me show you how to develop a kind however essentially this kind is available in here and after that the group lead of the creative design group or any other group can appoint a certain designer to deal with it so let me show you people how to add a kind and develop if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you men inspect the view section because it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i stated it takes particular columns not the individual column of course but other columns that you can conceal or make um viewable for the person that is going to be provided the type they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this info in so you can really just develop any column with anything that you men require when a creative demand can be found in make it a form share the type sneak peek the program you men how a kind looks like um the name of the request you desire you want to include a particular short with a particular i know each business has a particular 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 second let me click on the type 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 look i’ll just show you men let’s fill it in and you can see um webinar request test i can add a specific apply for example today whatever is in the planning ideas phase and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern i want to submit it and let me show you people how it comes in on the board webinar request test so it’s constantly going to enter the first group which is very important to understand and then it can be called concepts or requests coming in and then i can simply proceed take it and move it to a particular group that i think 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 board or another group depending on how you describe your workflow just 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 men are listening yay yes yes awesome awesome incredible i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them as well now i’ll just give like a quick introduction this is the person column as you people understand we have our 7 core columns here and then 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 product 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 proper every column that you produce can be nearly every column you produce can be in a form view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a concern one we called it concern however it’s generally a score column um we have a. Monday.Com Request Forms

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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 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 reveal you guys 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 job i’m working on i can merely link them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you men understand what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could reveal you men get rid of deadline mode basically what i wish to do i wish 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 Request Forms