This article is focused on answering Monday Qualifier Web Com …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 show you three specific on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you men that also and finally i’m going to reveal you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you people so i have it open and then we’re going to start amazing okay let’s begin and landing page request i’m presuming
you men i’m simply gon na show um talk about the essentials really rapidly but i make sure you people understand 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 things so the way i divided my board here is between months however you can do this between clients or projects and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief prior to dealing with a creative request is using the type so a form generally takes all your columns and makes it a link that other individuals can submit 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 develop and i’ll fine let me reveal you how to create a type however generally this kind comes in here and after that the team lead of the innovative design group or any other team can assign a specific designer to work on it so let me show you guys how to add a form and create if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you men inspect the view section since it’s simply another way to show um all your products simply 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 form view and like i stated it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can submit this file if you wish to require it you can always do a checkbox and then they can’t send the form without filling this information in so you can actually just create any column with anything that you people require when an innovative demand is available in make it a type share the form sneak peek the program you people how a kind appears like um the name of the request you want you wish to add a particular short with a certain i understand each company has a particular structure that
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they utilize um when do you require it by the priority and so on etc um you can take this link after put one second let me click on the kind 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 reveal you people let’s fill it in and you can see um webinar request test i can add a particular declare example today whatever remains in the planning ideas phase and i need the innovative department to assist 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 guys how it is available in on the board webinar demand test so it’s constantly going to come into the first group which is essential to understand and then it can be called demands or ideas coming in and after that i can simply go on take it and move it to a particular group that i believe 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 on how you outline your workflow simply to make sure you men 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 simply write yes so i can get feedback while you people are listening yay yes yes awesome incredible remarkable i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them as well now i’ll just give like a short overview this is the individual column as you people understand we have our seven core columns here and after that we have more interesting 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 presuming one kind can populate a number of columns on one board yes dell you are appropriate every column that you produce can be almost every column you develop can be in a kind view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a concern one we called it concern but it’s generally a rating column um we have actually a. Monday Qualifier Web Com
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file column and we have a tags column what i like 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 particularly i can see that it’s another board and after that if i have a certain task i’m working on i can just link them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m uncertain if you people 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 deadline mode is let me reverse this so i might show you people eliminate deadline mode essentially what i wish to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Qualifier Web Com