This article is focused on answering Monday Com Workload View …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests think about it more like creative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start amazing okay let’s start and landing page request i’m presuming
you guys i’m just gon na reveal um talk about the fundamentals really rapidly but i’m sure you people understand that this is a board every one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this between customers or tasks and it really just depends on your workflow and the way 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 an innovative request is utilizing the kind so a form essentially takes all your columns and makes it a link that other people can fill out which they can publish 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 all right let me show you how to create a form but basically this kind can be found in here and after that the group lead of the innovative style team or any other team can appoint a particular designer to work on it so let me show you men how to include a form and produce 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 guys examine the view section because it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the form view and like i stated it takes certain columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can publish this file if you want to need it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can truly simply produce any column with anything that you men need when a creative request can be found in make it a type share the type preview the show you guys how a form appears like um the name of the request you desire you wish to add a specific quick with a particular i understand each company 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 second let me click on the form 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 simply show you men let’s fill it in and you can see um webinar request test i can add a certain apply for example right now everything remains in the preparation concepts stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest concern i want to send it and let me reveal you guys how it comes in on the board webinar demand test so it’s always going to enter the very first group which is necessary to know and after that it can be called demands or ideas being available in and then i can simply go on take it and move it to a specific 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 upon how you detail your workflow just to make sure you men 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 just compose yes so i can get feedback while you men are listening yay yes yes remarkable remarkable awesome i’m glad you people are listening and understand everything great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them also and now i’ll just offer like a brief summary this is the individual 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 simply ask assuming one kind can occupy a number of columns on one board yes dell you are correct every column that you create can be nearly every column you develop can be in a type view and individuals can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a concern one we named it top priority however it’s essentially a ranking column um we have a. Monday Com Workload View
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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 search facebook it’s going to do a cross board search let me reveal 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 task i’m working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m uncertain if you men know what this is however this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i might reveal you men eliminate due date mode generally 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 Workload View