This article is focused on answering How To Create Sub Tasks In Monday Com …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page demands consider it more like innovative requests from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign 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 sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you people that too and lastly i’m going to show you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin remarkable okay let’s start and landing page demand i’m presuming
you men i’m just gon na reveal um speak about the basics truly quickly however i make sure you guys know that this is a board every one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this between customers or tasks and it really simply depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a short before working on an imaginative demand is using the kind so a type essentially 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 create and i’ll alright let me reveal you how to develop a form but generally this kind can be found in here and then the group lead of the imaginative style team or any other team can appoint a specific designer to deal with it so let me reveal you people how to include a form and create if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you men inspect the view area because it’s just another method to show um all your items 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 type view and like i said it takes particular columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be given the form they can upload this file if you want to need 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 simply produce any column with anything that you men require when a creative request can be found in make it a kind share the kind sneak peek the show you guys how a form looks like um the name of the demand you desire you want to include a certain short with a certain i know each company has a particular structure that
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they utilize um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd let me click the type i can share it i can get this link or embed it in a website 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 specific file for example today whatever is in the planning ideas stage and i require the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest concern i want to submit it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is important to know and after that it can be called requests or concepts can be found in and then i can simply go ahead take it and move it to a certain group that i believe 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 on how you detail your workflow simply to make certain you people 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 just compose yes so i can get feedback while you men are listening yay yes yes incredible incredible amazing i’m glad you people are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them too and now i’ll simply provide like a short introduction this is the individual column as you people understand we have our seven core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can occupy several columns on one board yes dell you are proper every column that you develop can be practically every column you produce can be in a form view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a top priority one we called it priority but it’s basically a ranking column um we have a. How To Create Sub Tasks In Monday Com
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file column and we have a tags column what i love about the tag column is if i click on this right now 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 then if i have a certain task i’m dealing with i can just link them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i love the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you people understand what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i might show you people eliminate due date mode basically what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. How To Create Sub Tasks In Monday Com