This article is focused on answering Monday.Com For Single User …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page requests consider it more like innovative demands from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then 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 men that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to start amazing alright let’s start and landing page demand i’m presuming
you guys i’m simply gon na reveal um speak about the fundamentals truly rapidly but 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 combinations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this between customers or jobs and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief prior to dealing with an innovative request is utilizing the form so a form generally takes all your columns and makes it a link that other people can complete which they can publish 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 reveal you how to develop a kind however generally this form can be found in here and after that the group lead of the imaginative design group or any other team can assign a specific designer to work on it so let me reveal you guys how to add a kind and produce 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 add view i suggest you people examine the view area because it’s just another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the type view and like i stated 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 form 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 information in so you can actually simply develop any column with anything that you guys require when an imaginative demand can be found in make it a form share the kind preview the show you people how a type looks like um the name of the request you want you want to add a specific short with a certain i know each company has a particular structure that
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they use um when do you need it by the top priority and so on etc um you can take this link after put one second let me click 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 appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can add a particular file for example right now everything remains in the planning ideas phase and i require the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest concern i wish to submit it and let me reveal you people how it is available in on the board webinar request test so it’s constantly going to enter the first group which is important to understand and then it can be called requests or concepts coming in and after that i can just go on 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 upon how you outline your workflow just 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 write yes so i can get feedback while you people are listening yay yes yes incredible amazing awesome i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them also but now i’ll simply provide like a short summary this is the person column as you guys know we have our seven core columns here and after that we have more intriguing 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 simply ask presuming one form can populate several columns on one board yes dell you are right every column that you produce can be nearly every column you create can be in a kind view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a top priority one we named it top priority however it’s essentially a ranking column um we have actually a. Monday.Com For Single User
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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 browse 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 then if i have a specific task i’m working on i can simply connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i enjoy the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m uncertain if you people know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i might show you men remove due date mode generally what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Monday.Com For Single User