This article is focused on answering Is Monday.Com Safe …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 specific 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 style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that too and last but not least 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 wanted to reveal 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 guys i’m just gon na show um discuss the essentials actually rapidly however i’m sure you guys understand that this is a board each one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this in between customers or jobs and it really just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief before working on an innovative request is using the kind so a form essentially takes all your columns and makes it a link that other people can submit 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 desire the designer to develop and i’ll fine let me reveal you how to create a kind however essentially this type comes in here and then the group lead of the creative style team or any other group can appoint a certain designer to work on it so let me reveal you people how to develop 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 add view i advise you guys inspect the view section because it’s just another method 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 particular things on your board so close the form view and like i stated it takes specific columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t send the form without filling this information in so you can really just develop any column with anything that you people need when an imaginative demand comes in make it a kind share the form preview the program you guys how a form appears like um the name of the request you desire you want to add a particular quick with a specific i understand each company has a specific structure that
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they use um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd 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 appearance i’ll just reveal you men let’s fill it in and you can see um webinar request test i can include a certain declare example today everything is in the planning ideas phase and i require the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest concern i wish to send it and let me show you men how it is available in on the board webinar demand test so it’s always going to come into the first group which is very important to understand and then it can be called demands or ideas can be found in and after that i can just proceed take it and move it to a particular 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 board or another group depending upon 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 type and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes incredible awesome awesome i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them also today i’ll simply offer like a short summary this is the individual column as you men understand we have our seven core columns here and after that 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 soon um dale you simply ask presuming one type can occupy numerous columns on one board yes dell you are proper every column that you create can be almost every column you create can be in a form view and individuals can fill it out and it can be found 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 priority however it’s generally a score column um we have actually a. Is Monday.Com Safe
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file column and we have a tags column what i like 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 search facebook it’s going to do a cross board search let me reveal 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 specific task i’m working on i can just 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 exactly sure if you people understand what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i might reveal you people remove deadline mode essentially what i wish to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Is Monday.Com Safe