This article is focused on answering Cancel Monday Com …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page requests consider it more like imaginative requests from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project 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 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 people that too and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start incredible okay let’s start and landing page request i’m presuming
you guys i’m just gon na show um speak about the essentials really rapidly but i’m sure you guys 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 go over integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between tasks or clients and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief before dealing with an imaginative request is utilizing the kind so a kind basically takes all your columns and makes it a link that other individuals can complete 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 desire the designer to create and i’ll okay let me show you how to create a kind but basically this type comes in here and after that the team lead of the imaginative style team or any other team can assign a certain designer to work on it so let me show you people how to create and include a kind 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 add view i suggest you people inspect the view area since it’s just 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 method to see um specific things on your board so close the kind view and like i said it takes specific columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be given the form they can upload this file if you want to require it you can always do a checkbox and after that they can’t submit the type without filling this info in so you can truly simply produce any column with anything that you people need when a creative request can be found in make it a kind share the form preview the show you men how a type looks like um the name of the request you want you want to include a specific brief with a specific i understand each company has a particular structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you need it by the priority and so on etc um you can take this link after put one second let me click on 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 guys let’s fill it in and you can see um webinar request test i can add a certain declare example today everything is in the planning ideas stage and i require the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest concern i wish to send it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to enter the very first group which is very important to know and then it can be called requests or concepts coming in and then i can simply proceed take it and move it to a specific group that i think it’s relevant 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 board or another group depending upon how you outline your workflow just to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes incredible remarkable remarkable i’m glad you guys are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them as well now i’ll just offer like a brief introduction this is the person column as you men know we have our seven 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 item itself and also 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 right every column that you develop can be practically every column you develop can be in a type view and individuals can fill it out and it can be found 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 concern but it’s essentially a score column um we have a. Cancel Monday Com
monday.com, task management, tool, software application, prices, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.
file column and we have a tags column what i enjoy 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 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 certain project i’m dealing with i can just 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 enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not sure if you people understand what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i could reveal you guys remove deadline mode essentially what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Cancel Monday Com