This article is focused on answering Monday Com Reporting Features …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page requests think about it more like innovative demands from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review 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 sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that too and finally i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin awesome fine let’s start and landing page request i’m presuming
you guys i’m just gon na show um talk about the essentials actually quickly but i make sure you people understand that this is a board every one of these are called a group and each row 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 between months however you can do this between customers or tasks and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a short before dealing with an innovative demand is using the kind so a type generally 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 trying to find the size of uh the banner that they want the designer to create and i’ll all right let me reveal you how to create a type however basically this form is available in here and after that the team lead of the imaginative style group or any other team can appoint a certain designer to work on it so let me reveal you guys how to produce and include a form 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 suggest you people examine the view section because it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i said it takes specific 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 type they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the form without filling this information in so you can really just develop any column with anything that you guys need when an imaginative request comes in make it a type share the type preview the program you men how a type looks like um the name of the demand you desire you wish to include a certain brief with a particular i know each company has a certain structure that
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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click on 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 just reveal you guys let’s fill it in and you can see um webinar request test i can add a certain declare example right now everything remains in the preparation concepts phase and i need the innovative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest priority i want to submit it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is necessary to understand and after that it can be called requests or concepts can be found in and then i can just proceed take it and move it to a particular group that i think it matters 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 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 compose yes so i can get feedback while you people are listening yay yes yes amazing amazing awesome i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them as well today i’ll simply give like a brief introduction this is the individual column as you men understand we have our 7 core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be nearly every column you develop can be in a form view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a top priority one we called it concern however it’s generally a rating column um we have a. Monday Com Reporting Features
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Monday Com Reporting Features