This article is focused on answering Monday.Com And Office 365 …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 use cases for banner and landing page requests think of it more like imaginative demands 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 review marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that as well and finally i’m going to show you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to start awesome all right let’s start and landing page request i’m assuming
you guys i’m just gon na show um speak about the basics actually quickly but i make certain you guys understand 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 discuss combinations automations views and a lot more fun things so the method i divided my board here is between months but you can do this in between projects or clients and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief before dealing with an innovative request is utilizing the kind 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 create and i’ll all right let me reveal you how to produce a type but basically this kind is available in here and then the team lead of the innovative style group or any other team can designate a specific designer to work on it so let me reveal you guys how to produce and include a form 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 include view i advise you men examine the view area since it’s just another way to reveal um all your items 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 kind view and like i said it takes particular columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be offered 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 send the kind without filling this info in so you can really just develop any column with anything that you people need when a creative request is available in make it a kind share the kind sneak peek the program you men how a type appears like um the name of the request you desire you wish to add a specific quick with a certain i understand each company has a particular structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one second let me click on 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 just make appearance i’ll just show you men let’s fill it in and you can see um webinar demand test i can add a particular apply for example right now everything is in the preparation concepts stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest concern i wish 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 enter the very first group which is essential to understand and then it can be called concepts or requests coming in and after that i can simply go ahead take it and move it to a certain group that i believe 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 group or another board depending upon how you describe your workflow simply to ensure you guys 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 people are listening yay yes yes incredible incredible incredible i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them too today i’ll simply offer like a quick introduction this is the person column as you people know we have our seven 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 also as a view we’ll get to that um quickly um dale you just ask assuming one form can populate a number of columns on one board yes dell you are right every column that you develop can be almost every column you create can be in a type view and individuals 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 priority one we called it concern however it’s basically a score column um we have actually a. Monday.Com And Office 365
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Monday.Com And Office 365