This article is focused on answering Monday.Com Org Chart App …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated 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 creative demands from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you people that also and lastly i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to start amazing all right let’s start and landing page request i’m presuming
you men i’m simply gon na show um talk about the fundamentals really rapidly however i make certain you people know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this 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 desire but a cool way to get a short before dealing with an imaginative demand is using the kind so a form basically takes all your columns and makes it a link that other individuals can submit which they can publish 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 reveal you how to create a type however generally this form comes in here and then the team lead of the innovative design team or any other team can designate a certain designer to work on it so let me reveal you people how to add a kind and create if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men inspect the view area since it’s simply 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 method to see um specific things on your board so close the form view and like i stated it takes specific columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can publish this file if you wish to require it you can always do a checkbox and after that they can’t send the kind without filling this details in so you can truly just produce any column with anything that you guys need when a creative demand can be found in make it a type share the type sneak peek the program you people how a form looks like um the name of the demand you want you wish to include a particular short with a particular i know each company has a certain structure that
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they use um when do you require it by the top 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 site copy it send it to whoever let’s simply make look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a certain declare example today everything is in the planning concepts stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest concern i want to send it and let me show you men how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is necessary to understand and after that it can be called requests or concepts coming in and then i can just go on take it and move it to a specific 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 make certain you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes amazing amazing incredible i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them also today i’ll simply give like a brief overview this is the individual column as you men know we have our 7 core columns here and then we have more fascinating 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 quickly um dale you just ask presuming one form can occupy several columns on one board yes dell you are correct every column that you develop can be practically every column you produce can be in a type view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a concern one we called it top priority but it’s generally a ranking column um we have a. Monday.Com Org Chart App
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file column and we have a tags column what i enjoy 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 show you people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a specific job i’m working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m unsure if you people understand what this is but 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 could show you people eliminate deadline mode essentially what i want 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 Org Chart App