This article is focused on answering Monday Com Critical Path …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 requests think about it more like creative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that also and lastly i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to start awesome alright let’s start and landing page demand i’m presuming
you people i’m simply gon na reveal um speak about the essentials actually quickly however i make sure you guys 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 go over combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this in between customers or projects and it truly just depends on 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 an imaginative request is using the kind so a type basically takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll okay let me show you how to develop a kind but basically this kind comes in here and then the team lead of the creative style team or any other group can designate a specific designer to work on it so let me show you people how to develop and include a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys check the view section since it’s simply 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 specific things on your board so close the kind view and like i stated it takes certain columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be given the type they can publish this file if you wish to need it you can constantly do a checkbox and then they can’t submit the type without filling this info in so you can really simply produce any column with anything that you guys need when a creative request is available in make it a form share the type preview the program you men how a form appears like um the name of the demand you want you wish to add a particular quick with a certain i know each company 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 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 simply make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can add a particular declare example right now whatever is in the preparation concepts stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest priority i wish to send it and let me show you people how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is very important to understand and after that it can be called demands or ideas can be found in and then i can just go ahead take it and move it to a particular group that i think it’s relevant 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 on how you detail 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 type and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes remarkable incredible incredible i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them too now i’ll just give like a short summary this is the person column as you guys 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 likewise on the item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind 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 type view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we use here is a priority one we called it concern however it’s basically a ranking column um we have actually a. Monday Com Critical Path
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file column and we have a tags column what i love 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 search facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific task i’m working on i can simply 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 enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you people understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i could show you men eliminate deadline mode basically what i want to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday Com Critical Path