This article is focused on answering Monday.Com Plan Options …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 show you 3 specific on boards which are use cases for banner and landing page demands think about it more like innovative requests from designers material so on etc copywriters um a social networks planning and style 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 stability that we have with mailchimp and after that i wish to show 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 also and finally i’m going to show you dashboards um so let’s start in a minute i just want to bring up the um thing that i wanted to show you men so i have it open and then we’re going to begin remarkable fine let’s begin and landing page demand i’m presuming
you men i’m just gon na reveal um speak about the basics really quickly however 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 go over integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this in between tasks or customers and it actually simply 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 before working on an imaginative request is using the kind so a type basically takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll fine let me reveal you how to create a kind but basically this form comes in here and then the group lead of the creative style team or any other team can assign a particular designer to work on it so let me reveal you people how to add a form and develop if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you people check the view section since 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 kind view and like i said it takes certain columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be given the type they can submit this file if you want to need it you can always do a checkbox and then they can’t submit the type without filling this information in so you can really simply create any column with anything that you people require when an imaginative demand comes in make it a form share the type preview the show you people how a form looks like um the name of the demand you desire you want to add a particular brief with a certain i know each company has a particular 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 kind 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 just show you men let’s fill it in and you can see um webinar request test i can add a specific file for example right now whatever remains in the planning ideas phase and i need the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest priority i wish to send it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is very important to understand and then it can be called ideas or requests can be found in and after that i can just go ahead take it and move it to a certain group that i believe it’s relevant for in this case it requires 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 describe your workflow simply to make sure you men 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 guys are listening yay yes yes remarkable amazing amazing i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them as well and now i’ll simply give like a brief introduction this is the person column as you men know we have our seven 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can populate several columns on one board yes dell you are proper every column that you create can be practically every column you create can be in a kind view and people can fill it out and it comes 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 but it’s generally a ranking column um we have a. Monday.Com Plan Options
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Monday.Com Plan Options