This article is focused on answering Monday.Com Benefits …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 reveal you 3 particular on boards which are usage cases for banner and landing page requests think about it more like creative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements 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 pull up the um thing that i wished to show you guys so i have it open and after that we’re going to start awesome fine let’s begin and landing page request i’m assuming
you guys i’m just gon na show um discuss the essentials actually quickly however i make certain you guys understand 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 fun things so the way i divided my board here is between months however you can do this between tasks or customers and it truly just depends on 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 short before working on a creative request is using the form so a kind generally takes all your columns and makes it a link that other individuals can complete which they can submit 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 alright let me reveal you how to develop a form however basically this type is available in here and then the team lead of the creative design group or any other team can assign a certain designer to deal with it so let me show you people how to add a form and create if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you people examine the view section since it’s just another way to reveal 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 particular things on your board so close the type view and like i said it takes particular columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be provided the type they can upload this file if you want to require it you can always do a checkbox and then they can’t submit the form without filling this details in so you can really simply produce any column with anything that you men need when an imaginative demand is available in make it a type share the type sneak peek the show you men how a kind looks like um the name of the request you want you wish to include a certain quick with a particular i know each business has a specific structure that
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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click on 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 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 particular declare example right now whatever remains 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 require it by might 23rd and it’s in highest priority i want to send it and let me show you guys how it is available in on the board webinar request test so it’s constantly going to enter into the very first group which is necessary to understand and after that it can be called demands or ideas coming in and after that i can just go ahead take it and move it to a certain group that i think it matters 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 upon how you describe your workflow just 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 form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible awesome amazing i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them also now i’ll just offer 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 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 quickly um dale you just ask assuming one form can populate several columns on one board yes dell you are proper every column that you create can be practically every column you produce can be in a form 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 top priority one we called it concern however it’s basically a score column um we have actually a. Monday.Com Benefits
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file column and we have a tags column what i enjoy about the tag column is if i click 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 reveal 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 particular task i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys know 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 undo this so i might show you men get rid of due date mode essentially what i want to do i wish to set as due date i wish to take the status column but i could take any status column i have for example the. Monday.Com Benefits