This article is focused on answering Monday Com Forms Customization …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 3 particular on boards which are use cases for banner and landing page demands think about it more like innovative requests from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that as well and last but not least i’m going to show you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin amazing fine let’s start and landing page demand i’m assuming
you people i’m simply gon na reveal um speak about the fundamentals really quickly however i make sure you men understand that this is a board each 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 way i divided my board here is between months however you can do this in between customers or tasks and it really just depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick prior to working on an innovative request is using the form so a type essentially takes all your columns and makes it a link that other individuals 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 desire the designer to create and i’ll okay let me show you how to produce a form but essentially this kind is available in here and then the group lead of the imaginative style team or any other team can appoint a particular designer to deal with it so let me show you guys how to include a form and produce if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys inspect the view area because it’s just 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 method to see um particular things on your board so close the kind view and like i said 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 offered the form they can upload this file if you want to require it you can always do a checkbox and after that they can’t submit the kind without filling this info in so you can actually just develop any column with anything that you people require when an imaginative request can be found in make it a kind share the form preview the program you people how a kind looks like um the name of the request you desire you want to include a particular brief with a certain 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 type i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a particular file for example right now everything is in the planning concepts phase and i require the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern i wish to send it and let me reveal you men how it can be found in on the board webinar demand test so it’s always going to enter the first group which is important to understand and after that it can be called concepts or demands can be found in and after that i can just proceed take it and move it to a specific group that i think 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 board or another group depending upon how you describe 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 understood the form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes awesome remarkable awesome i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them too today i’ll simply give like a short overview this is the individual column as you guys know we have our seven 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 product itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can populate several columns on one board yes dell you are proper every column that you produce can be nearly every column you create can be in a form view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we utilize here is a top priority one we named it concern but it’s generally a score column um we have a. Monday Com Forms Customization
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Monday Com Forms Customization