This article is focused on answering Monday Com For Individuals …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 three particular on boards which are usage cases for banner and landing page requests consider it more like imaginative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start incredible fine let’s begin and landing page request i’m presuming
you men i’m simply gon na show um talk about the fundamentals 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 an item today we’re going to discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between tasks or customers and it really just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief before working on an imaginative request is using the form so a type generally takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll all right let me reveal you how to develop a type but basically this kind can be found in here and after that the group lead of the imaginative style group or any other team can designate a particular designer to work on it so let me reveal you men how to develop and add a type 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 include view i recommend you men examine the view area due to the fact that it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i stated it takes specific columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be given the form they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can actually just create any column with anything that you people need when a creative demand is available in make it a type share the form sneak peek the program you people how a kind looks like um the name of the demand you want you want to include a particular quick with a specific i understand each business has a specific structure that
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they use um when do you require it by the priority and so on and so forth 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 simply make look i’ll just show you men let’s fill it in and you can see um webinar demand test i can include a certain apply for example today whatever remains in the planning ideas phase and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest top priority i want to submit it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to enter 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 just go ahead take it and move it to a particular group that i think it’s relevant for in this case it requires 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 detail your workflow simply to make sure you people 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 just compose yes so i can get feedback while you men are listening yay yes yes remarkable incredible incredible i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them too today i’ll simply give like a short summary this is the individual column as you men understand 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 likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy a number of columns on one board yes dell you are appropriate every column that you produce can be almost every column you create can be in a kind view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we use here is a top priority one we called it top priority but it’s generally a rating column um we have actually a. Monday Com For Individuals
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file column and we have a tags column what i enjoy about the tag column is if i click this today 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 reveal you people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain job i’m working on i can just link them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i enjoy the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m unsure if you men understand 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 reveal you people get rid of due date mode basically what i want to do i want to set as deadline i want to take the status column however i might take any status column i have for example the. Monday Com For Individuals