Monday Com Scheduling 2022

This article is focused on answering Monday Com Scheduling …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page requests think about it more like creative demands from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over 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 show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that also and last but not least i’m going to show you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin remarkable alright let’s begin and landing page request i’m assuming

 

you people i’m just gon na reveal um talk about the essentials truly quickly however i make certain you men 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 fun stuff so the method i divided my board here is between months however you can do this in between clients or jobs and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief before dealing with a creative request is utilizing the form so a form generally takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll okay let me reveal you how to create a form however basically this type comes in here and after that the group lead of the innovative design group or any other group can assign a specific designer to work on it so let me show you people how to add a form and create if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men examine the view area because it’s simply another way to show um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the form view and like i said it takes certain columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can submit this file if you wish to require it you can always do a checkbox and after that they can’t submit the type without filling this info in so you can actually just develop any column with anything that you people need when an imaginative request comes in make it a type share the form sneak peek the show you men how a form appears like um the name of the demand you desire you wish to include a certain quick with a specific i understand each company has a certain structure that

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they use 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 type i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make look i’ll just show you men let’s fill it in and you can see um webinar request test i can add a specific declare example right now whatever remains in the planning concepts phase and i require the creative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest 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 always going to come into the very first group which is very important to know and then it can be called demands or ideas can be found in and after that i can just go ahead take it and move it to a certain group that i believe it’s relevant for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another group or another board depending on how you outline your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes remarkable incredible amazing i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them also now i’ll just give like a quick introduction this is the individual column as you people 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 likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one type can populate several columns on one board yes dell you are correct every column that you create can be almost every column you create can be in a form view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a priority one we named it concern but it’s generally a ranking column um we have actually a. Monday Com Scheduling

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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 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 particularly i can see that it’s another board and after that if i have a particular task i’m dealing with i can merely link them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m uncertain if you men understand what this is however 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 reverse this so i could show you men remove due date mode generally what i want to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Monday Com Scheduling