This article is focused on answering Monday Com Knowledge Base …I’m a customer success manager 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 demands consider it more like creative requests from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and finally i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to start amazing okay let’s begin and landing page demand i’m presuming
you people i’m just gon na reveal um speak about the basics really rapidly but i make certain you men understand 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 review combinations 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 clients or jobs and it truly just depends on 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 short before dealing with a creative demand is using the type so a form basically 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 searching for the size of uh the banner that they desire the designer to develop and i’ll okay let me reveal you how to develop a kind however essentially this kind comes in here and then the team lead of the creative style team or any other group can appoint a particular designer to work on it so let me reveal you guys how to add a form and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you men inspect the view section due to the fact that it’s just another way to show um all your products just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the type view and like i stated it takes specific 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 kind they can upload this file if you wish to require it you can always do a checkbox and then they can’t submit the type without filling this info in so you can truly just produce any column with anything that you guys need when an imaginative request comes in make it a kind share the type preview the show you men how a form appears like um the name of the request you want you wish to add a certain brief with a particular i understand each business has a certain structure that
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they use um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd 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 just make look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a certain apply for example right now whatever is in the planning concepts phase and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i wish to send it and let me show you people how it is available in on the board webinar demand test so it’s always going to enter into the first group which is important to know and after that it can be called requests or concepts coming in and then i can just proceed take it and move it to a certain group that i believe it’s relevant for in this case it needs 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 describe your workflow just to make certain you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes incredible remarkable awesome i’m glad you people are listening and understand whatever great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them also but now i’ll just give like a quick introduction this is the individual column as you men know we have our seven core columns here and after that we have more fascinating 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 quickly um dale you simply ask presuming one type can occupy several columns on one board yes dell you are correct every column that you create can be nearly every column you produce can be in a type 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 concern one we named it top priority however it’s essentially a score column um we have actually a. Monday Com Knowledge Base
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file column and we have a tags column what i like 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 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 after that if i have a specific job i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not sure if you people know what this is but 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 reverse this so i could show you people eliminate due date mode basically what i wish to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday Com Knowledge Base