This article is focused on answering Is Monday.Com An Erp …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 reveal you 3 specific on boards which are usage cases for banner and landing page demands consider it more like creative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you men that too and finally i’m going to show you control panels um so let’s begin 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 then we’re going to start awesome okay let’s begin and landing page demand i’m assuming
you men i’m simply gon na reveal um discuss the essentials actually rapidly however i’m sure you men know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss combinations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this in between clients or jobs 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 quick prior to working on an imaginative demand is utilizing the form so a form essentially takes all your columns and makes it a link that other individuals can fill out 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 develop and i’ll fine let me reveal you how to create a type but essentially this type is available in here and after that the group lead of the creative design team or any other group can designate a certain designer to work on it so let me reveal you people how to add a type and produce 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 advise you people check the view section since it’s just another method to show um all your products simply 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 specific columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be given the kind they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t send the kind without filling this info in so you can really just create any column with anything that you people require when an innovative demand can be found in make it a type share the type sneak peek the program you guys how a form appears like um the name of the demand you desire you wish to add a particular quick with a specific i know each business has a certain structure that
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they use um when do you need it by the 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 site 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 specific declare example right now whatever is in the preparation concepts phase and i need the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest top priority i wish to send it and let me show you men how it comes in on the board webinar request test so it’s constantly going to come into the very first group which is very important to understand and then it can be called demands or ideas being available in and then i can simply proceed take it and move it to a particular group that i believe it’s relevant for in this case it requires 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 on how you describe your workflow just to make sure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes amazing awesome awesome i’m glad you guys are listening and understand everything great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them as well now i’ll simply give like a quick summary this is the individual column as you people understand we have our seven 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 also on the product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one kind can populate several columns on one board yes dell you are proper every column that you develop can be almost every column you create can be in a kind view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a concern one we called it concern however it’s basically a rating column um we have actually a. Is Monday.Com An Erp
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file column and we have a tags column what i like 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 show you people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain job i’m working on i can simply connect them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you men know 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 undo this so i might show you men eliminate deadline mode essentially what i wish 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. Is Monday.Com An Erp