This article is focused on answering Monday Com Create Subtasks …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 particular on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that as well and last but not least i’m going to show you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to begin remarkable alright let’s start and landing page demand i’m assuming
you men i’m just gon na reveal um speak about the essentials actually quickly but i’m sure you people understand that this is a board every 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 fun stuff so the method i divided my board here is in between months but you can do this in between clients or tasks and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief prior to dealing with a creative request is utilizing the type so a type basically 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 trying to find the size of uh the banner that they desire the designer to develop and i’ll fine let me show you how to create a form however essentially this type comes in here and then the team lead of the imaginative design team or any other team can designate a particular designer to deal with it so let me show you men how to include a form and develop if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people inspect the view area due to the fact that it’s just another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the form view and like i said it takes particular columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the form they can publish this file if you wish to require it you can always do a checkbox and then they can’t submit the form without filling this information in so you can truly simply create any column with anything that you guys need when an innovative demand is available in make it a type share the type sneak peek the show you people how a form looks like um the name of the request you want you wish to add a particular brief with a certain i know each company has a certain structure that
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they use um when do you require it by the top priority and so on and so forth um you can take this link after put one 2nd let me click the kind 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 people let’s fill it in and you can see um webinar request test i can add a specific file for example today whatever is in the planning concepts stage and i need the imaginative 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 concern i want to send it and let me show you guys how it comes in on the board webinar demand test so it’s always going to come into the first group which is important to know and after that it can be called concepts or demands can be found in and after that i can simply go on take it and move it to a certain group that i think it’s relevant 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 simply to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes awesome awesome incredible i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them also but now i’ll just provide like a quick introduction this is the person column as you men understand we have our 7 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 also on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can populate several columns on one board yes dell you are correct every column that you create can be nearly every column you create can be in a type view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we use here is a concern one we called it priority but it’s essentially a rating column um we have a. Monday Com Create Subtasks
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Monday Com Create Subtasks