This article is focused on answering Monday Com Plans …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests consider it more like imaginative requests from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish 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 show you guys that as well and last but not least i’m going to show you control panels um so let’s begin in a minute i just want to pull up the um thing that i wished to show you people so i have it open and after that we’re going to start incredible alright let’s start and landing page request i’m assuming
you people i’m simply gon na show um speak about the basics truly quickly but i’m sure you men know that this is a board every one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this between tasks or clients and it actually just depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a quick prior to dealing with an innovative request is utilizing the form so a type generally takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to produce a form however essentially this type can be found in here and then the group lead of the creative design team or any other group can designate a particular designer to deal with it so let me reveal you guys how to develop and include a form if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys check the view section because it’s just another method to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i stated it takes particular columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be provided the form 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 truly just develop any column with anything that you guys require when an imaginative demand comes in make it a kind share the form preview the show you guys how a kind looks like um the name of the request you desire you wish to add a particular brief with a particular i know each company has a specific structure that
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they use um when do you need it by the priority 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 website copy it send it to whoever let’s just make look i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a specific apply for example right now whatever remains in the preparation ideas stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest priority i wish to send it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to come into the first group which is essential to understand and after that it can be called requests or ideas being available in and then i can simply go on take it and move it to a specific group that i believe it’s relevant for in this case it requires 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 describe your workflow simply to ensure you guys 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 guys are listening yay yes yes amazing awesome amazing i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them too and now i’ll just give like a brief introduction this is the individual column as you men know we have our seven core columns here and then we have more intriguing 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 presuming one form can occupy numerous columns on one board yes dell you are right every column that you create can be almost every column you produce can be in a kind view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a concern one we called it priority however it’s generally a ranking column um we have a. Monday Com Plans
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file column and we have a tags column what i enjoy about the tag column is if i click 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 browse facebook it’s going to do a cross board search let me show you people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain project i’m working on i can simply link 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 just leave here [Music] alright um [Music] and yeah and i’m uncertain if you guys understand what this is but 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 might show you people remove deadline mode generally what i want to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Monday Com Plans