This article is focused on answering Monday Com Save Board As Template …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 show you three specific on boards which are use cases for banner and landing page demands consider it more like creative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal 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 reveal you men that also 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 wanted to show you men so i have it open and then we’re going to start incredible okay let’s begin and landing page demand i’m assuming
you people i’m just gon na show um discuss the essentials actually quickly however i make sure you guys 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 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 customers or tasks and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short prior to working on a creative demand is utilizing the type so a type essentially takes all your columns and makes it a link that other individuals can submit which they can submit 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 create and i’ll fine let me reveal you how to produce a type but basically this type can be found in here and after that the team lead of the creative design group or any other group can appoint a particular designer to deal with it so let me reveal you people how to produce and add a kind if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you people inspect the view area 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 want a file view another way to see um specific things on your board so close the type view and like i stated it takes particular columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be given the type they can publish this file if you want to require it you can constantly do a checkbox and then they can’t send the type without filling this info in so you can truly just create any column with anything that you men need when an innovative request can be found in make it a form share the type sneak peek the show you men how a type looks like um the name of the demand you want you want to add a certain quick with a certain i know each business has a particular structure that
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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd 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 men let’s fill it in and you can see um webinar demand test i can add a particular 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 working on it i need it by may 23rd and it remains in highest top priority i want to send it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is very important to know and after that it can be called ideas or requests being available in and after that i can just 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 board or another group depending upon how you detail 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 just write yes so i can get feedback while you guys are listening yay yes yes amazing remarkable amazing i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them too today i’ll just offer like a brief introduction this is the individual column as you guys know we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can occupy numerous columns on one board yes dell you are right every column that you create can be practically every column you create can be in a kind view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we use here is a concern one we called it priority however it’s essentially a score column um we have a. Monday Com Save Board As Template
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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 men 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 particular job i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure if you people know what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i might show you people eliminate due date mode essentially what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Monday Com Save Board As Template