Monday.Com Planner 2022

This article is focused on answering Monday.Com Planner …I’m a customer success supervisor 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 demands think about it more like innovative requests from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss 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 reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that too and lastly i’m going to reveal you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wished to show you people so i have it open and then we’re going to begin amazing all right let’s begin and landing page request i’m presuming

 

you people i’m simply gon na show um speak about the basics truly quickly however i’m sure you men understand that this is a board every one of these are called a group and each row is called a product today we’re going to discuss 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 tasks and it really just depends on 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 quick prior to dealing with a creative demand is utilizing the kind so a kind essentially takes all your columns and makes it a link that other people can fill out 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 create and i’ll okay let me show you how to produce a type however essentially this type can be found in here and after that the team lead of the imaginative design team or any other group can assign a certain designer to deal with it so let me show you guys how to include a form and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people check the view section due to the fact that it’s just another method to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the kind view and like i said it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the person that is going to be offered the type they can publish this file if you want to require it you can always do a checkbox and then they can’t send the type without filling this details in so you can truly just create any column with anything that you men need when an imaginative demand comes in make it a type share the kind sneak peek the show you men how a kind appears like um the name of the demand you desire you want to add a specific brief with a certain i know each business has a certain structure that

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they utilize um when do you require it by the concern and so on etc um you can take this link after put one second let me click on 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 appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a certain apply for example right now whatever remains in the planning concepts phase and i require the innovative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest priority i want to send it and let me reveal you people 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 very important to understand and then it can be called concepts or requests being available in and after that i can simply proceed take it and move it to a certain group that i think it’s relevant 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 board or another group depending on how you outline your workflow just to make sure 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 just write yes so i can get feedback while you guys are listening yay yes yes incredible awesome incredible i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them as well and now i’ll simply offer 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 intriguing 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 just ask presuming one form can occupy several columns on one board yes dell you are appropriate every column that you create can be practically every column you produce can be in a type view and people 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 priority one we called it top priority but it’s basically a ranking column um we have actually a. Monday.Com Planner

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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 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 people 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 certain job i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not sure if you men understand what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i might reveal you men get rid of due date mode generally what i want to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Monday.Com Planner