This article is focused on answering How To Send Emails To 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 3 specific on boards which are usage cases for banner and landing page requests think about it more like creative demands from designers content 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 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 show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you people that as well and lastly i’m going to show you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to start awesome alright let’s start and landing page request i’m presuming
you men i’m just gon na show um speak about the essentials really quickly but i’m sure you guys know that this is a board each one of these are called a group and each row is called a product 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 but you can do this in between jobs or customers and it really 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 quick prior to working on a creative request is using the type so a type basically takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll all right let me show you how to create a form 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 appoint a certain designer to deal with it so let me show you people how to develop and add a form if anything is too quick 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 advise you men check the view section since it’s just another way 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 specific things on your board so close the form view and like i stated it takes certain columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you want to require it you can always do a checkbox and then they can’t submit the kind without filling this information in so you can actually just create any column with anything that you guys need when an imaginative demand comes in make it a form share the form sneak peek the program you men how a form looks like um the name of the request you desire you want to add a specific quick with a specific i understand each company has a specific structure that
gantt charts project management tool monday.com alternatives
they use um when do you need it by the priority and so on etc 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 site copy it send it to whoever let’s simply make appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can add a specific apply for example today everything is in the preparation concepts phase and i require the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest priority i want to submit it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to come into the very first group which is very important to know and then it can be called concepts or requests can be found in and after that i can just 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 group or another board depending on how you detail your workflow just to make certain you men 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 simply write yes so i can get feedback while you guys are listening yay yes yes amazing awesome awesome i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them too and now i’ll just offer like a brief summary this is the person column as you guys 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 item itself and also as a view we’ll get to that um soon um dale you just ask assuming one type can populate numerous columns on one board yes dell you are appropriate every column that you create can be practically every column you create can be in a kind 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 priority one we named it concern however it’s essentially a ranking column um we have a. How To Send Emails To Monday.Com
monday.com, job management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, project management software, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.
How To Send Emails To Monday.Com