This article is focused on answering Ancestry Com Cyber Monday …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 show you three particular on boards which are usage cases for banner and landing page requests think about it more like imaginative requests 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 want to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that also and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to start amazing fine let’s begin and landing page demand i’m assuming
you men i’m just gon na reveal um discuss the essentials actually quickly but i make sure you people 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 stuff so the method i divided my board here is in between months however you can do this between jobs or customers and it actually just depends upon 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 prior to dealing with an innovative request is utilizing the kind so a form generally takes all your columns and makes it a link that other individuals 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 desire the designer to develop and i’ll all right let me show you how to develop a type but generally this type comes in here and after that the team lead of the innovative design group or any other team can appoint a particular designer to work on it so let me show you men how to include a kind and create if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people 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 want a file view another way to see um specific things on your board so close the form view and like i stated it takes certain columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can publish this file if you want to need it you can always do a checkbox and after that they can’t send the type without filling this info in so you can really just develop any column with anything that you guys require when an innovative demand comes in make it a kind share the kind sneak peek the show you guys how a type looks like um the name of the request you desire you wish to add a particular brief with a certain i understand each company has a specific structure that
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they utilize 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 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 appearance i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can add a specific declare example today everything is in the preparation concepts stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest priority i wish to send it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to come into the first group which is necessary to know and after that it can be called concepts or requests coming in and then i can just proceed take it and move it to a certain group that i think it matters 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 outline your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes awesome amazing remarkable i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them also now i’ll simply give like a brief overview this is the person column as you men know we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can populate a number of columns on one board yes dell you are proper every column that you create can be practically every column you develop can be in a type view and individuals can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we called it priority but it’s essentially a rating column um we have a. Ancestry Com Cyber Monday
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file column and we have a tags column what i love 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 reveal you people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain task i’m dealing with i can simply link them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure if you people know what this is but 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 undo this so i might reveal you men remove due date mode generally what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Ancestry Com Cyber Monday