This article is focused on answering Monday Com Project Templates …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 usage cases for banner and landing page demands think about it more like creative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish 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 two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that also and finally i’m going to reveal you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wanted to reveal you men so i have it open and then we’re going to begin incredible all right let’s start and landing page request i’m assuming
you people i’m simply gon na reveal um discuss the basics truly quickly but i make sure you men know that this is a board each one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between jobs or customers and it actually 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 working on a creative demand is using the kind so a kind generally takes all your columns and makes it a link that other people can complete which they can publish 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 create and i’ll okay let me show you how to produce a kind however basically this type comes in here and then the group lead of the innovative style group or any other team can appoint a particular designer to deal with it so let me show you people how to create and include a type if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you guys examine the view section because it’s simply another method to show um all your products just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the form view and like i stated it takes certain columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can actually simply create any column with anything that you people need when a creative request is available in make it a type share the kind preview the show you guys how a kind looks like um the name of the demand you want you want to add a specific quick with a particular i understand each business has a specific structure that
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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one second let me click on the type 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 show you guys let’s fill it in and you can see um webinar request test i can include a specific file for example right now everything remains in the planning concepts phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest top priority i want to submit it and let me reveal you guys how it can be found in on the board webinar demand test so it’s constantly going to enter into the very first group which is very important to understand and then it can be called requests or concepts being available in and after that i can just go on take it and move it to a specific group that i believe it’s relevant 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 board or another group depending on how you describe your workflow simply 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 write yes so i can get feedback while you people are listening yay yes yes awesome amazing amazing i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them as well but now i’ll just provide like a quick summary this is the person column as you men know 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 product itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one type can populate numerous columns on one board yes dell you are proper every column that you develop can be practically every column you create can be in a type view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a top priority one we called it top priority however it’s basically a score column um we have actually a. Monday Com Project Templates
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file column and we have a tags column what i love 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 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 then if i have a specific task i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i enjoy the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m uncertain if you guys 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 deadline mode is let me undo this so i could show you guys get rid of deadline 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 Project Templates