This article is focused on answering Using Monday Com For Okrs …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated 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 consider it more like imaginative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that also and finally i’m going to show you control panels um so let’s start 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 incredible okay let’s start and landing page demand i’m assuming
you guys i’m just gon na show um talk about the essentials really rapidly however i make certain 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 combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this between projects or customers and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a short prior to working on an imaginative request is using the kind so a type essentially 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 searching for the size of uh the banner that they want the designer to create and i’ll fine let me reveal you how to develop a kind but essentially this form can be found in here and then the group lead of the innovative design group or any other group can appoint a particular designer to deal with it so let me show you people how to create and include a type 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 recommend you guys inspect the view area since it’s simply another way to show 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 certain things on your board so close the type view and like i stated it takes particular 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 offered the kind they can submit this file if you wish to require it you can always do a checkbox and after that they can’t submit the type without filling this information in so you can really just create any column with anything that you guys require when an imaginative demand is available in make it a kind share the kind preview the program you men how a form looks like um the name of the demand you desire you want to include a particular short with a specific i know each company has a certain structure that
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they use um when do you require it by the priority and so on and so forth um you can take this link after put one second let me click the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance i’ll just show you men let’s fill it in and you can see um webinar request test i can add a certain file for example right now everything remains in the preparation ideas stage and i need the innovative 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 top priority i wish to send it and let me show you people how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is essential to understand and then it can be called concepts or demands coming in and after that 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 upon how you describe your workflow simply to ensure you men 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 simply write yes so i can get feedback while you men are listening yay yes yes incredible awesome incredible i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them too and now i’ll just give like a short introduction this is the person column as you guys understand we have our seven core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are appropriate every column that you produce can be nearly every column you produce can be in a kind view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a priority one we named it top priority but it’s essentially a score column um we have actually a. Using Monday Com For Okrs
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Using Monday Com For Okrs