This article is focused on answering Good Morning It Is Monday …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 reveal you three particular on boards which are use cases for banner and landing page requests think about it more like imaginative requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate 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 start in a minute i just want to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to start remarkable all right let’s start and landing page demand i’m assuming
you men i’m just gon na reveal um talk about the essentials truly quickly however i make sure you guys 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 combinations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this in between projects or customers and it actually simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a short before working on a creative demand is utilizing the form 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 looking for the size of uh the banner that they want the designer to develop and i’ll okay let me show you how to create a type however basically this form can be found in here and after that the team lead of the creative design team or any other group can assign a particular designer to deal with it so let me show you people how to produce and include a kind 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 add view i recommend you guys inspect the view section due to the fact that it’s simply another method to reveal um all your products just 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 kind view and like i stated it takes particular 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 given the form they can publish this file if you want to need it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can actually simply create any column with anything that you guys need when a creative request comes in make it a form share the type preview the show you guys how a kind looks like um the name of the request you desire you want to add a specific quick 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 top priority and so on etc um you can take this link after put one 2nd 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 appearance i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can add a particular declare example today whatever remains in the preparation concepts phase and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest priority i wish to submit it and let me show you guys how it comes 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 requests coming in and then i can simply go on take it and move it to a certain group that i believe 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 group or another board depending upon how you detail 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 comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes amazing remarkable awesome i’m glad you guys are listening and understand whatever great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them too but now i’ll just provide like a quick summary this is the person column as you people understand we have our 7 core columns here and then 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 product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be almost every column you produce can be in a type view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we called it concern but it’s generally a ranking column um we have actually a. Good Morning It Is Monday
monday.com, project management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, task management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, dashboard.
file column and we have a tags column what i love 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 show you people 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 specific job i’m dealing with i can just link them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i enjoy the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not sure if you people 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 reverse this so i could reveal you guys remove deadline mode basically what i want to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Good Morning It Is Monday