This article is focused on answering Monday Com Guide …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 think about it more like creative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss 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 ads so i’ll reveal you guys that also and last but not least i’m going to show you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wished to show you men so i have it open and then we’re going to start awesome okay let’s start and landing page request i’m assuming
you guys i’m simply gon na reveal um speak about the fundamentals actually quickly but i make certain 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 discuss combinations automations views and a lot more fun stuff so the method i divided my board here is between months but you can do this in between jobs or customers and it really simply depends on your workflow and the way we did it here to you can do it any way you want but a cool way to get a short before dealing with a creative demand is utilizing the form so a form essentially takes all your columns and makes it a link that other people 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 want the designer to develop and i’ll alright let me show you how to develop a type however essentially this kind comes in here and then the group lead of the creative style group or any other group can assign a certain designer to work on it so let me reveal you guys how to add a kind and create if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men examine the view section because it’s just another way to show um all your items simply 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 person column of course but other columns that you can hide or make um viewable for the individual that is going to be given the kind they can publish this file if you wish to need it you can always do a checkbox and after that they can’t submit the kind without filling this details in so you can actually just produce any column with anything that you men need when a creative request comes in make it a form share the kind sneak peek the show you men how a kind looks like um the name of the demand you desire you want to include a certain quick with a specific i understand each business has a certain structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one second let me click the kind 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 appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can include a specific apply for example today everything remains in the planning ideas phase and i require the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest concern i wish to submit it and let me show you men how it comes in on the board webinar demand test so it’s always going to come into the first group which is necessary to understand and then it can be called demands or concepts can be found in and then i can simply go ahead take it and move it to a particular 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 group or another board depending upon how you describe your workflow just to ensure 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 just write yes so i can get feedback while you men are listening yay yes yes awesome remarkable amazing i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them also but now i’ll simply offer like a brief introduction this is the individual column as you men understand we have our 7 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy a number of columns on one board yes dell you are right every column that you produce can be practically every column you produce can be in a type view and individuals can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a priority one we called it concern but it’s basically a rating column um we have actually a. Monday Com Guide
monday.com, job management, tool, software, rates, asana, apps, trello, kanban, microsoft, automations, service, crm, user, job management software, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.
file column and we have a tags column what i love 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 particularly i can see that it’s another board and then if i have a specific task i’m working on i can merely link them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not sure if you men 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 people remove deadline mode generally what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Monday Com Guide