This article is focused on answering Best Monday.Com Templates …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 reveal you three specific on boards which are use cases for banner and landing page requests think of it more like imaginative requests from designers material 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 go over marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin incredible fine let’s start and landing page demand i’m presuming
you men i’m simply gon na show um speak about the fundamentals truly rapidly however i make certain you men understand that this is a board each one of these are called each row and a group is called a product 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 in between customers or tasks and it actually simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a brief before dealing with an imaginative request is utilizing the kind so a kind essentially takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll okay let me show you how to create a type however essentially this form can be found in here and then the group lead of the imaginative design group or any other team can assign a specific designer to deal with it so let me show you men how to produce and include a form if anything is too quick 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 recommend you men inspect the view section because it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i stated it takes specific columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can submit this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can actually just produce any column with anything that you people need when an innovative demand can be found 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 want you want to add a certain short with a specific i understand each company has a specific 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 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 look i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a particular declare example right now everything remains in the planning ideas phase and i require the creative 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 priority i wish to submit it and let me reveal you men how it is available in on the board webinar request test so it’s constantly going to enter the first group which is necessary to know and after that it can be called requests or concepts coming in and then i can simply proceed take it and move it to a certain group that i believe it matters for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you detail your workflow just to make certain 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 write yes so i can get feedback while you people are listening yay yes yes remarkable incredible incredible i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them too and now i’ll just offer like a short introduction this is the person column as you men understand we have our 7 core columns here and after that 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 also as a view we’ll get to that um quickly um dale you just ask presuming one type can populate a number of columns on one board yes dell you are appropriate every column that you develop can be nearly every column you produce can be in a form view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we use here is a priority one we called it top priority however it’s basically a score column um we have a. Best Monday.Com Templates
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file column and we have a tags column what i like 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 browse 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 certain task i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i discover that super cool and i love i like 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 method i linked them together and did deadline mode is let me reverse this so i might reveal you guys remove due date mode basically what i wish to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Best Monday.Com Templates