This article is focused on answering Web Com Tour Monday Qualifying …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 three specific on boards which are use cases for banner and landing page requests consider it more like innovative demands from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over 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 reveal you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you people that as well and finally i’m going to reveal you control panels um so let’s start in a minute i just want to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start amazing all right let’s begin and landing page request i’m assuming
you people i’m just gon na show um discuss the fundamentals actually rapidly but i’m sure you guys know 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 go over integrations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this in between tasks or clients and it truly just 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 brief before dealing with an innovative request is using the kind so a type essentially takes all your columns and makes it a link that other people can complete which they can submit 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 okay let me show you how to produce a form but essentially this type comes in here and then the team lead of the imaginative style team or any other team can designate a particular designer to work on it so let me reveal you men how to add a type and produce if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys examine the view area since it’s simply another way to reveal um all your items simply 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 said it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can upload this file if you want to need it you can constantly 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 people require when an innovative request can be found in make it a type share the form preview the show you men how a type looks like um the name of the demand you desire you wish to include a particular quick with a particular i understand each business has a particular structure that
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they utilize 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 on the form 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 look i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can include a particular apply for example today whatever remains in the preparation ideas phase and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i wish to submit it and let me show you guys how it can be found in on the board webinar demand test so it’s always going to come into the first group which is essential to know and after that it can be called concepts or requests being available in and after that i can just proceed take it and move it to a specific 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 detail 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 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 incredible amazing amazing i’m glad you men are listening and comprehend everything 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 also and now i’ll simply offer like a brief overview this is the person column as you men know 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 product itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy numerous columns on one board yes dell you are correct every column that you create can be almost every column you develop can be in a kind view and people can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a top priority one we called it priority however it’s basically a rating column um we have a. Web Com Tour Monday Qualifying
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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 search 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 specific job i’m dealing with i can merely connect them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not sure if you guys understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i might reveal you guys eliminate due date mode essentially what i want to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Web Com Tour Monday Qualifying