Monday.Com Request Forms 2022

This article is focused on answering Monday.Com Request Forms …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 specific on boards which are use cases for banner and landing page requests consider it more like creative demands from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you men that as well and finally i’m going to show you dashboards um so let’s begin 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 remarkable all right let’s begin and landing page request i’m presuming

 

you men i’m just gon na show um speak about the basics truly rapidly however i make sure you people understand that this is a board each one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this between jobs or customers and it truly 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 brief prior to dealing with an imaginative demand is utilizing the type so a form basically takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to produce a form however essentially this form is available in here and after that the group lead of the imaginative design team or any other group can assign a certain designer to work on it so let me show you men how to add a type and develop if anything is too fast 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 advise you guys check the view area since it’s just another way to show um all your items 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 type view and like i said it takes certain columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be provided the type they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t send the form without filling this info in so you can really simply develop any column with anything that you people need when an imaginative request comes in make it a kind share the form sneak peek the program you people how a kind appears like um the name of the request you desire you wish to add a specific brief with a specific i know each business 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 kind 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 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 whatever remains in the planning concepts stage 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 priority i want to submit it and let me show you guys how it comes in on the board webinar demand test so it’s always going to come into the very first group which is necessary to know and then it can be called concepts or requests coming in and after that i can just go on take it and move it to a specific group that i think it’s relevant 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 board or another group depending upon how you describe your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes remarkable amazing incredible i’m glad you people are listening and comprehend whatever excellent um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them too today i’ll just give like a brief introduction this is the individual 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 also on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy several columns on one board yes dell you are right every column that you develop can be nearly every column you develop can be in a kind 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 use here is a priority one we named it top priority but it’s essentially a rating column um we have actually a. Monday.Com Request Forms

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file column and we have a tags column what i like 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 men 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 specific job i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find 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 not sure if you people 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 deadline mode is let me undo this so i could show you guys remove deadline mode generally what i want to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday.Com Request Forms