This article is focused on answering What Do You Get On Moe’s Monday …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 3 specific on boards which are use cases for banner and landing page requests think about it more like innovative demands from designers material so on and so forth copywriters um a social networks 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 show you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you people that also and finally i’m going to reveal you control panels um so let’s start in a minute i just want to pull up the um thing that i wanted to show you men so i have it open and then we’re going to begin remarkable fine let’s start and landing page request i’m assuming
you men i’m just gon na show um discuss the fundamentals actually quickly 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 go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this in between customers or projects and it really simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief prior to working on an innovative demand is utilizing the type so a type 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 trying to find the size of uh the banner that they want the designer to create and i’ll okay let me show you how to create a form however basically this form comes in here and then the group lead of the imaginative style group or any other group can assign a certain designer to work on it so let me reveal you guys how to create and add a type if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you guys check the view area 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 said it takes certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the type they can publish this file if you wish to require it you can always do a checkbox and then they can’t submit the form without filling this information in so you can actually simply produce any column with anything that you guys require when a creative request can be found in make it a form share the type sneak peek the show you guys how a type appears like um the name of the request you desire you wish to include a specific brief with a certain i understand each company has a specific structure that
gantt charts project management tool monday.com alternatives
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 2nd 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 simply make look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example right now everything is in the preparation concepts stage and i require 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 highest concern i wish to submit it and let me show you people how it is available in on the board webinar request test so it’s always going to enter into the first group which is necessary to understand and then it can be called concepts or demands being available in and after that i can simply go ahead take it and move it to a specific group that i think it matters 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 ensure 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 men are listening yay yes yes remarkable remarkable remarkable i’m glad you guys are listening and comprehend whatever 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 too now i’ll simply provide like a quick introduction this is the person column as you people understand we have our 7 core columns here and then 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 item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy numerous columns on one board yes dell you are correct every column that you develop can be practically every column you create can be in a form view and individuals can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a top priority one we called it priority but it’s essentially a rating column um we have actually a. What Do You Get On Moe’s Monday
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file column and we have a tags column what i enjoy about the tag column is if i click on 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 guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific project i’m working on i can merely link them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i love the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys know what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might show you guys remove due date mode essentially what i want to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. What Do You Get On Moe’s Monday