Monday.Com Form Integration 2022

This article is focused on answering Monday.Com Form Integration …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 show you three particular on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you guys that too and lastly i’m going to show you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you people so i have it open and then we’re going to start remarkable okay let’s begin and landing page demand i’m assuming

 

you guys i’m simply gon na show um discuss the essentials actually rapidly but i make certain you people understand that this is a board each one of these are called each row and a group is called a product today we’re going to discuss integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between tasks or clients and it actually simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a short prior to working on an imaginative demand is utilizing the type so a form basically takes all your columns and makes it a link that other people can submit which they can upload 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 alright let me reveal you how to develop a kind but essentially this type is available in here and then the group lead of the imaginative style group or any other group can assign a specific designer to deal with it so let me reveal you men how to produce and add a form 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 people examine the view section since it’s just another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i said it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t submit the form without filling this information in so you can actually just create any column with anything that you men need when an innovative demand can be found in make it a form share the kind preview the program you men how a kind appears like um the name of the demand you desire you wish to include a specific brief with a specific i know each company has a specific structure that

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they utilize um when do you require it by the concern and so on etc um you can take this link after put one second 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 just make look i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a certain declare example today whatever is in the planning ideas phase and i need the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest concern i wish to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s constantly going to come into the first group which is important to know and after that it can be called ideas or demands can be found in and then i can simply go on take it and move it to a specific group that i believe it matters 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 group or another board depending on how you detail your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes incredible awesome amazing i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them as well and now i’ll simply give like a quick summary this is the person column as you men know we have our 7 core columns here and then we have more interesting 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 just ask presuming one form can occupy numerous columns on one board yes dell you are proper every column that you develop can be practically every column you produce can be in a kind view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we named it top priority but it’s basically a rating column um we have actually a. Monday.Com Form Integration

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file column and we have a tags column what i enjoy 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 show you guys 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 project i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m uncertain if you men know what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i might show you guys remove deadline mode essentially what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday.Com Form Integration