This article is focused on answering Monday Com Academy …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 specific on boards which are usage cases for banner and landing page requests think about it more like innovative 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 discuss marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that also and finally i’m going to reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin awesome fine let’s begin and landing page demand i’m presuming
you men i’m simply gon na reveal um talk about the fundamentals really rapidly but i’m sure you guys understand that this is a board each 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 enjoyable things so the method i divided my board here is in between months however you can do this between customers or tasks and it really just depends on 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 short prior to dealing with a creative request is using the form so a form basically takes all your columns and makes it a link that other people can submit which they can upload 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 okay let me reveal you how to create a kind but essentially this form can be found in here and then the group lead of the creative style team or any other group can appoint a particular designer to deal with it so let me reveal you men how to develop and include a type 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 recommend you people inspect the view section because it’s simply another way to show um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the type view and like i stated it takes specific columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the type without filling this details in so you can actually just produce any column with anything that you men need when an innovative request comes in make it a kind share the kind preview the show you guys how a form appears like um the name of the request you desire you want to include a particular quick with a particular i understand each business has a particular 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 second 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 people let’s fill it in and you can see um webinar request test i can add a specific file for example today whatever remains in the preparation concepts phase and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest concern i want to submit it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to come into the first group which is very important to know and then it can be called ideas or requests can be found in and then i can just go on take it and move it to a specific 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 board or another group depending on how you outline your workflow just to ensure you guys 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 incredible amazing remarkable i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them as well and now i’ll just give like a brief introduction this is the individual column as you people know we have our 7 core columns here and then we have more interesting 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 just ask presuming one form can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be nearly every column you produce can be in a kind view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a top priority one we called it top priority but it’s generally a score column um we have a. Monday Com Academy
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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 search 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 after that if i have a specific task i’m dealing with i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely 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 guys 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 undo this so i might reveal you guys eliminate deadline mode essentially what i wish to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Monday Com Academy