This article is focused on answering Monday Com Okr …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page demands think of it more like creative demands from designers material so on and so forth 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 want to show you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that also and finally i’m going to show you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin remarkable all right let’s begin and landing page demand i’m assuming
you men i’m just gon na show um discuss the essentials really quickly but i make certain you people 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 review integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this between clients or projects and it really just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick prior to working on a creative request is utilizing the type so a type generally 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 looking for the size of uh the banner that they desire the designer to produce and i’ll alright let me show you how to develop a form but essentially this form comes in here and after that the group lead of the creative style team or any other team can appoint a certain designer to work on it so let me reveal you men how to create and add a kind if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you men check the view section since it’s simply another way to reveal um all your products simply 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 stated it takes certain columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be offered the type they can upload this file if you want to require it you can always do a checkbox and then they can’t submit the type without filling this information in so you can really simply produce any column with anything that you men require when an innovative request is available in make it a type share the type preview the program you men how a kind looks like um the name of the request you desire you want to include a particular quick with a particular i know each business has a particular structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd 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 simply make look i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a particular file for example today whatever is in the preparation concepts stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest priority i wish to submit it and let me reveal you men how it is available in on the board webinar request test so it’s constantly going to enter the very first group which is necessary to know and after that it can be called ideas or demands can be found in and then i can just go on take it and move it to a specific group that i believe 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 outline 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 kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes awesome incredible incredible i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them as well today i’ll simply offer like a short overview this is the person column as you people 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 likewise as a view we’ll get to that um soon um dale you simply ask assuming one kind can occupy a number of columns on one board yes dell you are appropriate every column that you produce can be practically 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 fantastic so this is our column center what we use here is a concern one we named it priority however it’s basically a score column um we have actually a. Monday Com Okr
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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 reveal you men 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 particular project i’m working on i can simply connect them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not sure if you men know what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i might reveal you men eliminate due date mode generally what i wish to do i wish 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 Okr