This article is focused on answering Apps Like Monday Com …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 reveal you 3 particular on boards which are usage cases for banner and landing page demands think about it more like creative requests from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you desire 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 then i wish to reveal you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just want to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin awesome fine let’s begin and landing page request i’m presuming
you guys i’m simply gon na reveal um speak about the basics actually quickly but i make sure you people 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 review combinations automations views and a lot more fun stuff so the method i divided my board here is between months but you can do this between projects or customers and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a short before working on a creative demand is utilizing the form so a form generally takes all your columns and makes it a link that other individuals can complete 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 develop and i’ll alright let me reveal you how to produce a type but generally this form can be found in here and after that the team lead of the imaginative design team or any other group can designate a particular designer to deal with it so let me show you guys how to create and add 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 include view i suggest you guys check the view area since it’s just another method to reveal um all your products simply 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 type view and like i said it takes certain columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be given the form they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can really just develop any column with anything that you people require when an innovative request is available in make it a type share the type sneak peek the show you guys how a type appears like um the name of the request you want you wish to add a particular quick with a particular i understand each company has a certain structure that
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they utilize um when do you need it by the top priority and so on etc 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 appearance i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a particular apply for example today everything remains in the planning ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest top priority i want to send it and let me show you guys how it is available in on the board webinar request test so it’s always going to come into the very first group which is very important to understand and then it can be called ideas or demands can be found in and then i can just go on take it and move it to a particular group that i believe it’s relevant for in this case it needs 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 just to make sure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes awesome incredible amazing i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them as well now i’ll simply give like a quick summary this is the person 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 also as a view we’ll get to that um soon um dale you just ask presuming one form can populate numerous columns on one board yes dell you are right every column that you develop can be practically every column you develop can be in a kind view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a concern one we named it concern however it’s generally a score column um we have a. Apps Like Monday Com
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file column and we have a tags column what i like about the tag column is if i click on 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 men how that works i can see that it’s my board particularly 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 extremely cool and i love i enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not sure if you guys know what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i could reveal you guys remove deadline mode generally what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Apps Like Monday Com