This article is focused on answering Monday.Com Customer Support …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page demands consider it more like imaginative demands from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss 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 reveal you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that also and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wished to reveal you men so i have it open and then we’re going to start remarkable alright let’s begin and landing page request i’m assuming
you men i’m simply gon na show um talk about the basics really quickly but i make certain you men know 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 review combinations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between clients or projects and it really just depends upon 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 quick prior to dealing with an imaginative demand is using the type so a kind essentially takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to develop a kind however generally this form is available in here and then the group lead of the creative design team or any other group can assign a certain designer to deal with it so let me reveal you people how to include a form and develop if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people check the view area because it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the type view and like i stated it takes certain columns not the person 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 publish this file if you want to require it you can always do a checkbox and after that they can’t send the type without filling this details in so you can really simply create any column with anything that you guys need when an imaginative request comes in make it a form share the form sneak peek the program you guys how a form looks like um the name of the request you want you wish to include a particular short with a specific i understand each business has a certain 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 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 simply reveal you people let’s fill it in and you can see um webinar request test i can add a particular apply for example today everything remains in the planning ideas stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest top priority i wish to submit it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is important to know and after that it can be called requests or concepts can be found in and then i can just go ahead take it and move it to a particular group that i believe 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 upon how you describe your workflow simply to make sure 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 simply write yes so i can get feedback while you men are listening yay yes yes amazing incredible amazing i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them as well today i’ll just offer like a short introduction this is the person column as you men understand 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 soon um dale you just ask presuming one kind can occupy several columns on one board yes dell you are correct every column that you produce 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 an item on the board great so this is our column center what we use here is a top priority one we called it top priority however it’s basically a ranking column um we have a. Monday.Com Customer Support
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file column and we have a tags column what i enjoy about the tag column is if i click on this today 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 specifically i can see that it’s another board and after that if i have a specific job i’m dealing with i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m uncertain 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 could reveal you people get rid of deadline mode basically what i wish to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Monday.Com Customer Support