This article is focused on answering Monday Com Recurring Tasks …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page demands consider it more like creative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you men that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you guys so i have it open and then we’re going to begin incredible okay let’s begin and landing page request i’m assuming
you guys i’m just gon na show um discuss the basics really rapidly but i make certain you guys know that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this between jobs or customers and it actually simply 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 brief prior to dealing with a creative request is using the kind so a kind basically takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll fine let me show you how to develop a kind but essentially this form can be found in here and after that the team lead of the imaginative design group or any other group can assign a certain designer to deal with it so let me reveal you people how to create and add a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you guys inspect the view section because it’s just another method to show um all your products just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i stated it takes particular columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be offered 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 submit the form without filling this info in so you can really just develop any column with anything that you guys require when a creative request comes in make it a kind share the form preview the show you men how a form appears like um the name of the demand you want you want to include a certain quick 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 top priority and so on and so forth 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 website copy it send it to whoever let’s just make look i’ll simply show you men let’s fill it in and you can see um webinar demand test i can add a specific apply for example right now everything is in the preparation concepts stage and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest top priority i want to send it and let me show you men how it is available in on the board webinar demand test so it’s constantly going to come into the first group which is essential to know and after that it can be called ideas or requests being available in and after that i can just proceed 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 upon how you detail 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 type and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes awesome amazing amazing i’m glad you guys are listening and comprehend everything fantastic 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 simply offer like a short overview this is the individual column as you men understand we have our 7 core columns here and then we have more interesting 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 soon um dale you simply ask assuming one form can occupy several columns on one board yes dell you are correct every column that you create can be practically every column you develop can be in a kind view and individuals can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a priority one we named it priority however it’s essentially a ranking column um we have a. Monday Com Recurring Tasks
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file column and we have a tags column what i like 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 guys 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 task i’m dealing with i can simply connect them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m uncertain if you men understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i could show you men get rid of due date mode essentially what i want to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Recurring Tasks