This article is focused on answering Monday.Com Recurring Tasks …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 show you 3 specific on boards which are usage cases for banner and landing page requests think about it more like innovative requests from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that as well and finally i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin amazing okay let’s begin and landing page demand i’m assuming
you men i’m simply gon na show um talk about the basics truly quickly however i make certain you people know that this is a board every one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this in between tasks or clients and it really just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick before dealing with an imaginative request is using the kind so a form 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 trying to find the size of uh the banner that they desire the designer to produce and i’ll fine let me show you how to develop a type however generally this kind can be found in here and after that the group lead of the creative design group or any other group can assign a certain designer to deal with it so let me show you people how to produce and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men check the view section due to the fact that it’s just another method to reveal um all your products just 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 type view and like i said it takes particular columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be given the type they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can truly just produce any column with anything that you people need when an innovative demand is available in make it a kind share the form sneak peek the program you men how a form looks like um the name of the request you want you want to add a certain short with a certain i understand each company 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 2nd let me click the kind 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 appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a certain declare example right now everything is in the preparation ideas stage and i require the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest top priority i want to send it and let me show you men how it comes in on the board webinar request test so it’s constantly going to enter the very first group which is important to know and after that it can be called ideas or demands can be found in and then i can just go ahead take it and move it to a particular 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 detail your workflow just to ensure 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 simply write yes so i can get feedback while you men are listening yay yes yes incredible amazing awesome i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them also today i’ll simply give like a brief summary this is the person column as you men know we have our 7 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 also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy numerous columns on one board yes dell you are proper every column that you produce can be nearly every column you produce can be in a form view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we use here is a priority one we named it top priority however it’s essentially a rating column um we have actually a. Monday.Com Recurring Tasks
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Monday.Com Recurring Tasks