This article is focused on answering Monday Com 2 User Plan …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 particular on boards which are use cases for banner and landing page requests think about it more like innovative requests from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you men that also and last but not least i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you people so i have it open and after that we’re going to begin amazing fine let’s start and landing page demand i’m assuming
you guys i’m just gon na show um talk about the fundamentals truly rapidly but i make sure you people 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 review integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this in between clients or tasks and it really simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a short prior to dealing with an innovative demand is using the kind so a form essentially 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 looking for the size of uh the banner that they want the designer to create and i’ll fine let me reveal you how to develop a type but generally this type comes in here and then the group lead of the creative design group or any other group can appoint a certain designer to deal with it so let me show you guys how to develop and add a kind 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 suggest you people check the view area since it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the form view and like i said it takes certain columns not the individual column of course 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 wish to require it you can always do a checkbox and after that they can’t send the kind without filling this details in so you can actually simply produce any column with anything that you guys require when a creative request can be found in make it a kind share the kind preview the show you men how a kind appears like um the name of the request you want you want to include a certain quick with a specific i understand each business has a particular structure that
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they use um when do you need it by the concern 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 site copy it send it to whoever let’s just make appearance i’ll just show you guys let’s fill it in and you can see um webinar demand test i can include a particular declare example right now everything remains in the planning concepts phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest top priority i wish to submit it and let me reveal you people how it is available in on the board webinar request 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 being available in and then i can just go on take it and move it to a certain group that i think it matters 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 group or another board depending on how you detail your workflow simply to ensure 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 simply compose yes so i can get feedback while you people are listening yay yes yes amazing awesome amazing i’m glad you guys are listening and understand everything excellent 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 simply offer like a short introduction this is the person column as you men know we have our 7 core columns here and after that we have more intriguing 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 presuming one kind can occupy several columns on one board yes dell you are proper every column that you develop can be almost every column you produce can be in a kind view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a concern one we named it top priority but it’s basically a score column um we have actually a. Monday Com 2 User Plan
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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 browse facebook it’s going to do a cross board search let me show 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 particular task i’m working on i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me just get out of here [Music] all right 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 way i linked them together and did deadline mode is let me undo this so i could reveal you men eliminate deadline mode basically what i wish to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. Monday Com 2 User Plan