This article is focused on answering Monday.Com Budget Tracking …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that also and finally i’m going to reveal you control panels um so let’s start in a minute i just wish to bring up the um thing that i wished to show you men so i have it open and then we’re going to start incredible alright let’s begin and landing page request i’m assuming
you people i’m simply gon na show um discuss the fundamentals really quickly but i’m sure you guys understand that this is a board every one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this between customers or jobs and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a brief before working on a creative request is utilizing the type so a kind essentially takes all your columns and makes it a link that other individuals can submit which they can publish 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 produce a form but essentially this type can be found in here and then the team lead of the imaginative style group or any other group can assign a specific designer to work on it so let me show you people how to produce and add a kind if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you men examine the view section because it’s simply another method to reveal 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 form view and like i said it takes certain columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be provided the form they can publish this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this info in so you can truly just develop any column with anything that you people require when an innovative request can be found in make it a type share the form preview the show you guys how a type appears like um the name of the demand you desire you want to include a certain short with a specific i know each business has a specific structure that
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they use um when do you need it by the top priority 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 site copy it send it to whoever let’s simply make look i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a certain declare example right now everything remains in the planning ideas stage and i need the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in highest top priority i want to submit it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to come into the first group which is necessary to understand and then it can be called requests or concepts being available in and after that i can just go on take it and move it to a specific 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 group or another board depending upon how you describe 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 comprehended the form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes remarkable awesome remarkable i’m glad you people are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them also today i’ll just give like a quick summary this is the individual column as you men understand 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 likewise on the product itself and also 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 appropriate every column that you develop can be nearly every column you develop 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 priority one we called it top priority but it’s generally a ranking column um we have actually a. Monday.Com Budget Tracking
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file column and we have a tags column what i like 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 reveal you men 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 job i’m dealing with i can merely link them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i like the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m unsure if you people know what this is however 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 reverse this so i might show you men eliminate deadline mode generally what i want to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Monday.Com Budget Tracking