This article is focused on answering Monday Com Tool …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 about it more like creative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i wish to show 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 people that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to start incredible all right let’s begin and landing page demand i’m presuming
you people i’m simply gon na show um talk about the basics really rapidly but i make 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 discuss integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this between jobs or customers and it actually simply depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a short before dealing with an imaginative request is using the form so a form generally takes all your columns and makes it a link that other individuals can complete 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 produce and i’ll all right let me reveal you how to develop a form however basically this kind comes in here and then the team lead of the creative design team or any other group can designate a particular designer to deal with it so let me show you guys how to add a form and develop if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men examine the view section due to the fact that it’s simply another method to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the kind view and like i stated it takes certain columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be given the type they can submit this file if you want to require it you can always do a checkbox and after that they can’t send the type without filling this information in so you can truly simply develop any column with anything that you men require when an imaginative demand can be found in make it a kind share the kind sneak peek the program you people how a form appears like um the name of the demand you desire you wish to add a specific quick with a particular i understand each business has a specific 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 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 appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can add a certain declare example today everything is in the preparation ideas stage and i need the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest priority i want to send it and let me show you people how it comes in on the board webinar demand test so it’s always going to enter the very first group which is important to understand and after that it can be called requests or concepts coming in and then i can just proceed take it and move it to a particular 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 group or another board depending upon 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 comprehended the form and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable incredible remarkable i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them also today i’ll just offer like a brief overview this is the individual column as you guys understand we have our seven core columns here and then 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 likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy a number of columns on one board yes dell you are correct every column that you develop can be nearly every column you develop 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 utilize here is a concern one we called it top priority but it’s basically a score column um we have a. Monday Com Tool
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file column and we have a tags column what i love about the tag column is if i click 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 show you men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a specific job i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not sure if you guys know what this is however 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 remove deadline mode basically 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 Tool