This article is focused on answering Monday Com Basic Plan …I’m a customer success supervisor 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 demands think of it more like innovative demands from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that also and last but not least i’m going to show you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin amazing alright let’s begin and landing page request i’m presuming
you men i’m just gon na show um speak about the essentials really rapidly however i make sure you men know that this is a board each one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this in between customers or jobs and it really just depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick before working on an innovative demand is using the form so a form generally 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 trying to find the size of uh the banner that they desire the designer to develop and i’ll all right let me reveal you how to create a kind but essentially this type can be found in here and after that the group lead of the imaginative style team or any other team can appoint a specific designer to work on it so let me show you people how to include a type and develop if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people examine the view area since it’s simply another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the kind view and like i said it takes certain columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be given 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 submit the type without filling this details in so you can really just produce any column with anything that you men need when a creative request can be found in make it a form share the form preview the show you guys how a type appears like um the name of the request you desire you want to add a specific brief with a particular i know each business has a particular structure that
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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 form 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 men let’s fill it in and you can see um webinar request test i can add a specific apply for example right now everything remains in the planning ideas phase 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 greatest priority i want to send it and let me show you people how it comes in on the board webinar demand test so it’s always going to come into the very first group which is essential to understand and after that it can be called ideas or requests coming in and after that i can simply go ahead take it and move it to a certain group that i think it’s relevant for in this case it needs to be done by might 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 simply to make certain you guys are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes awesome incredible remarkable i’m glad you guys are listening and comprehend everything excellent 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 simply offer like a quick overview this is the person column as you guys know we have our 7 core columns here and after that 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 product itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one type can occupy numerous columns on one board yes dell you are correct every column that you develop can be almost every column you develop can be in a kind view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a priority one we named it concern but it’s essentially a ranking column um we have actually a. Monday Com Basic Plan
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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 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 specific project i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i love the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure if you people know what this is however 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 undo this so i might show you guys get rid of deadline mode basically what i want to do i wish to set as due date i want to take the status column but i could take any status column i have for example the. Monday Com Basic Plan