Monday.Com And Forms 2022

This article is focused on answering Monday.Com And Forms …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page requests think about it more like creative requests from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you men that too and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to begin amazing alright let’s begin and landing page demand i’m assuming

 

you men i’m simply gon na show um speak about the basics actually quickly however 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 review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this between jobs or customers and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a brief prior to dealing with an imaginative demand is using the kind so a type generally takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to produce a form but basically this form can be found in here and then the group lead of the creative style group or any other group can appoint a particular designer to work on it so let me show you guys how to add a kind and create if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you people examine the view area because it’s simply another way to show um all your items just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i stated it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the person that is going to be provided the type they can publish 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 information in so you can truly just create any column with anything that you guys require when an imaginative demand can be found in make it a type share the kind sneak peek the show you guys how a type appears like um the name of the request you desire you want to include a specific quick with a specific i understand each company has a specific structure that

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they utilize um when do you need 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 look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a specific declare example right now whatever is in the planning ideas stage 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 remains in highest top priority i wish to send it and let me reveal you men how it is available in on the board webinar request test so it’s always going to come into the first group which is very important to understand and after that it can be called demands or concepts being available in and then i can just go ahead take it and move it to a particular group that i think it matters 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 upon 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 understood the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes amazing remarkable awesome i’m glad you men are listening and comprehend everything excellent 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 now i’ll just give like a short summary this is the individual column as you men 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 likewise on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy several columns on one board yes dell you are right every column that you develop can be almost every column you produce can be in a kind view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a top priority one we called it priority however it’s essentially a score column um we have actually a. Monday.Com And Forms

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file column and we have a tags column what i enjoy about the tag column is if i click 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 search facebook it’s going to do a cross board search let me show you guys 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 merely connect them with tags and then i can cross board search it to what it matters for so i discover that extremely cool and i love i love the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m uncertain 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 due date mode is let me undo this so i could show you men get rid of due date mode essentially what i want to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Monday.Com And Forms