This article is focused on answering Monday Com Kanban …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page requests think about it more like imaginative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that as well and last but not least i’m going to show you control panels um so let’s start in a minute i just want to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to begin amazing okay let’s begin and landing page request i’m assuming
you guys i’m just gon na show um speak about the fundamentals actually quickly but i’m sure you guys know that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months but you can do this between projects or customers and it really just depends upon 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 quick before working on an innovative demand is using the form so a kind basically takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to create a kind but basically this kind can be found in here and then the team lead of the creative style group or any other group can appoint a specific designer to deal with it so let me reveal you people how to create and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you guys inspect the view section because it’s simply another method to show 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 certain things on your board so close the form view and like i said it takes specific columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can submit this file if you wish to require it you can always do a checkbox and after that they can’t submit the type without filling this info in so you can actually simply create any column with anything that you men require when an innovative demand can be found in make it a kind share the type sneak peek the program you people how a type appears like um the name of the demand you want you wish to include a specific short with a specific i understand each business has a certain 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 site copy it send it to whoever let’s just make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a certain apply for example right now everything is in the preparation concepts stage and i require the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest concern i wish to submit it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to enter the very first group which is very important to understand and then it can be called concepts or requests being available in and after that i can just go ahead take it and move it to a certain group that i believe 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 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 type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes awesome incredible awesome i’m glad you men are listening and comprehend everything great um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them also and now i’ll just give like a brief summary this is the person column as you people 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 also on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy several columns on one board yes dell you are appropriate every column that you create can be nearly every column you develop can be in a form view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we called it top priority however it’s generally a ranking column um we have actually a. Monday Com Kanban
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file column and we have a tags column what i enjoy about the tag column is if i click 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 search facebook it’s going to do a cross board search let me reveal 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 task i’m dealing with 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 incredibly cool and i love i like 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 however 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 reverse this so i could show you guys eliminate deadline mode essentially what i wish to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Monday Com Kanban