This article is focused on answering Monday Com Checklist …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 3 specific on boards which are use cases for banner and landing page demands think of it more like creative demands from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that too and lastly i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to start awesome alright let’s begin and landing page demand i’m assuming
you people i’m simply gon na reveal um speak about the fundamentals actually quickly but i make certain 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 integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this in between customers or projects and it truly just depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a brief prior to working on a creative request is utilizing the kind so a form essentially takes all your columns and makes it a link that other individuals can fill out 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 alright let me reveal you how to develop a kind but essentially this form can be found in here and then the group lead of the imaginative design group or any other group can designate a certain designer to deal with it so let me show you men how to add a kind and develop 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 include view i suggest you guys examine the view area because it’s simply another way to show um all your items simply 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 kind view and like i said it takes certain columns not the person column naturally but 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 form without filling this details in so you can really simply create any column with anything that you guys require when an imaginative demand comes in make it a type share the kind sneak peek the program you men how a kind looks like um the name of the request you desire you wish to include a certain short with a certain i know each company has a particular structure that
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they use um when do you require it by the concern and so on and so forth 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 site copy it send it to whoever let’s just make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a specific declare example today whatever is in the planning concepts phase and i need the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest top priority i want to send it and let me reveal you guys how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is necessary to know and after that it can be called concepts or requests coming in and then i can simply proceed take it and move it to a specific 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 on how you outline 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 understood the form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes incredible incredible amazing i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them too and now i’ll simply provide like a quick summary this is the person column as you men understand we have our seven core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy several columns on one board yes dell you are right every column that you create can be practically every column you create can be in a kind view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a concern one we named it top priority however it’s essentially a score column um we have actually a. Monday Com Checklist
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Monday Com Checklist