This article is focused on answering Monday Com Live Chat …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 reveal you 3 particular on boards which are use cases for banner and landing page requests think of it more like creative requests from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that as well and finally i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you men so i have it open and then we’re going to begin amazing okay let’s begin and landing page request i’m assuming
you people i’m just gon na reveal um speak about the essentials truly quickly however i make certain you people 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 integrations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this in between clients or tasks and it really simply 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 brief before dealing with a creative demand is using the kind so a kind basically takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to develop and i’ll alright let me reveal you how to develop a kind however essentially this kind comes in here and then the team lead of the creative design team or any other team can designate a specific designer to deal with it so let me show you people how to include a form and develop if anything is too fast 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 men inspect the view section since it’s just another way to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the form view and like i stated it takes particular columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the form they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can actually simply create any column with anything that you men need when an imaginative demand is available in make it a kind share the form preview the show you guys how a form appears like um the name of the request you want you want to include a particular short with a certain i know each company has a specific structure that
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they utilize um when do you need it by the priority 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 guys let’s fill it in and you can see um webinar demand test i can add a specific file for example right now everything remains in the preparation ideas phase 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 remains in highest concern i want to submit it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to enter the first group which is necessary to understand and after that it can be called requests or ideas coming in and after that i can simply go ahead take it and move it to a specific group that i believe it matters 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 group or another board depending on how you outline your workflow simply 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 kind and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes awesome amazing amazing i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them too today i’ll just offer like a brief introduction this is the person column as you guys understand we have our 7 core columns here and after that 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 soon um dale you simply ask assuming one type can occupy several columns on one board yes dell you are correct every column that you produce can be almost every column you create can be in a kind view and people can fill it out and it is available 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 essentially a score column um we have actually a. Monday Com Live Chat
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