Monday Com Templates – Easily build, run, and scale

This article is focused on answering Monday Com Templates …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 requests consider it more like imaginative requests from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that too and lastly i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you people 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 people i’m just gon na reveal um talk about the basics truly quickly but i make sure you men know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this between customers or tasks and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a quick prior to working on a creative request is using the type so a kind 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 looking for the size of uh the banner that they desire the designer to create and i’ll okay let me reveal you how to create a type but basically this type is available in here and after that the group lead of the creative design group or any other team can appoint a certain designer to deal with it so let me show you guys how to include a kind and develop if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you men examine the view section due to the fact that it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the kind view and like i stated it takes certain columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can upload this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can really simply create any column with anything that you people require when a creative request comes in make it a type share the type preview the program you guys how a kind looks like um the name of the demand you desire you want to add 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 top priority and so on and so forth um you can take this link after put one second let me click on the form 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 demand test i can add a particular apply for example today everything is in the preparation concepts phase and i require the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest concern i wish to submit it and let me show you people how it comes in on the board webinar request test so it’s always going to enter into the very first group which is important to know and after that it can be called concepts or requests can be found in and then i can just proceed take it and move it to a certain group that i think it’s relevant 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 describe your workflow just to make certain you guys are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes incredible incredible remarkable i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too today i’ll just provide like a quick introduction this is the person column as you people know we have our seven 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 likewise as a view we’ll get to that um quickly um dale you just ask assuming one type can occupy numerous columns on one board yes dell you are proper every column that you develop can be practically every column you create can be in a kind view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a concern one we called it priority but it’s essentially a ranking column um we have actually a. Monday Com Templates

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file column and we have a tags column what i enjoy 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 dealing with i can simply 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 like the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m unsure if you people 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 deadline 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 wish to take the status column however i could take any status column i have for example the. Monday Com Templates