This article is focused on answering Monday.Com And Microsoft Teams …I’m a customer success manager here at monday.com and we’re gon na have an advanced 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 consider it more like innovative demands from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that 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 people that too and finally i’m going to show you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin amazing fine let’s begin and landing page request i’m presuming
you men i’m simply gon na reveal um speak about the essentials really rapidly however i’m sure you people 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 integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between projects or customers and it actually just 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 quick prior to dealing with a creative demand is utilizing the kind so a type basically takes all your columns and makes it a link that other people 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 desire the designer to develop and i’ll fine let me reveal you how to develop a form but generally this type can be found in here and then the group lead of the creative design team or any other team can appoint a certain designer to work on it so let me show you men how to include a type and create if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you men check the view area because it’s just another way to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the kind view and like i stated it takes certain columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be provided the form they can submit this file if you wish to require it you can always do a checkbox and then they can’t submit the kind without filling this info in so you can actually simply create any column with anything that you people require when an innovative demand can be found in make it a type share the type preview the program you men how a type looks like um the name of the request you desire you wish to add a certain quick with a particular i understand each company has a specific structure that
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they use um when do you need it by the top priority 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 simply make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a specific declare example right now everything remains in the planning concepts phase and i need the innovative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest top priority i wish to submit it and let me reveal you guys how it comes in on the board webinar demand test so it’s always going to come into the very first group which is essential to understand and then it can be called concepts or requests coming in and after that i can just go ahead 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 detail your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing awesome remarkable i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them too today i’ll simply provide like a brief overview this is the individual column as you men understand we have our 7 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 form can populate a number of columns on one board yes dell you are right every column that you create can be nearly every column you produce can be in a form view and individuals can fill it out and it is available in as an item on the board terrific so this is our column center what we use here is a top priority one we named it priority but it’s essentially a rating column um we have a. Monday.Com And Microsoft Teams
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file column and we have a tags column what i love about the tag column is if i click on 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 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 project i’m working on i can simply connect them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i like the tech college let me simply get out of here [Music] alright 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 show you guys remove due date mode essentially what i wish to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Monday.Com And Microsoft Teams