This article is focused on answering Monday Com Outlook …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 three particular 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 media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you guys that as well and finally i’m going to show you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wished to show you people so i have it open and after that we’re going to start awesome okay let’s start and landing page request i’m assuming
you men i’m just gon na show um speak about the fundamentals actually quickly but i make certain you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this between clients or tasks and it truly just depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a quick before dealing with an imaginative demand is utilizing the form so a kind essentially takes all your columns and makes it a link that other individuals can complete 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 develop and i’ll fine let me reveal you how to develop a kind but generally this form comes in here and then the group lead of the creative design team or any other group can assign a specific designer to work on it so let me show you people how to create and include a type if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you men inspect the view area since it’s simply another way to show 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 certain things on your board so close the kind view and like i said it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be provided the form they can submit this file if you wish to need it you can always do a checkbox and then they can’t send the type without filling this details in so you can really simply create any column with anything that you people require when a creative demand can be found in make it a form share the form sneak peek the program you guys how a kind appears like um the name of the request you desire you wish to include a certain short with a particular i know each company has a specific structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one second 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 just reveal you men let’s fill it in and you can see um webinar request test i can add a particular file for example right now 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’s in greatest priority i wish to send it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to come into the very first group which is important to understand and after that it can be called demands or ideas coming in and then i can simply go ahead take it and move it to a particular group that i believe it matters for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow just to make certain you people 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 write yes so i can get feedback while you guys are listening yay yes yes remarkable amazing awesome i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them as well now i’ll simply provide like a short introduction this is the individual column as you guys know we have our 7 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 likewise as a view we’ll get to that um quickly um dale you just ask assuming one type can occupy several columns on one board yes dell you are appropriate every column that you produce can be nearly every column you produce can be in a kind view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we called it priority but it’s essentially a ranking column um we have actually a. Monday Com Outlook
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file column and we have a tags column what i love about the tag column is if i click on 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 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 particular job i’m working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m uncertain if you guys 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 show you people remove due date mode generally 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 Outlook