This article is focused on answering Is Monday.Com Safe …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page requests think of it more like creative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that also and finally i’m going to show you dashboards 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 then we’re going to start awesome fine let’s begin and landing page request i’m presuming
you men i’m simply gon na show um speak about the fundamentals truly quickly but i’m sure you people understand 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 combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this in between tasks or customers and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick prior to working on an innovative demand is using the form so a type 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 searching for the size of uh the banner that they want the designer to produce and i’ll okay let me reveal you how to produce a type however basically this kind is available in here and then the group lead of the imaginative style group or any other team can appoint a specific designer to work on it so let me show you people how to produce and include a form 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 suggest you people inspect the view section since it’s simply another method to show um all your items just see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i stated it takes certain columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t send the kind without filling this info in so you can truly just develop any column with anything that you men require when an imaginative request can be found in make it a type share the form sneak peek the show you men how a form appears like um the name of the request you desire you wish to add a particular short with a particular i know each company has a certain structure that
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they use um when do you require 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 file for example today everything is in the planning ideas phase and i require the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest priority i wish to submit it and let me show you guys how it is available in on the board webinar request test so it’s always going to enter into the first group which is important to understand and then it can be called demands or ideas being available in and after that i can simply proceed take it and move it to a particular group that i think 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 describe your workflow just to make sure you men 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 write yes so i can get feedback while you people are listening yay yes yes remarkable amazing amazing i’m glad you guys are listening and understand whatever terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them also but now i’ll just provide like a brief introduction this is the person column as you people 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate several columns on one board yes dell you are proper every column that you develop can be nearly every column you produce can be in a kind view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we utilize here is a top priority one we called it concern but it’s generally a rating column um we have a. Is Monday.Com Safe
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file column and we have a tags column what i enjoy 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 show you men 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 particular task i’m dealing with i can just link them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m unsure if you guys understand what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i might reveal you guys get rid of deadline mode essentially what i wish to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Is Monday.Com Safe