This article is focused on answering Monday Com Standard Vs Pro …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 particular on boards which are usage cases for banner and landing page requests consider it more like creative requests from designers content so on etc copywriters um a social media preparation and style 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 after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you men that too and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin remarkable all right let’s begin and landing page request i’m presuming
you guys i’m just gon na reveal um talk about the basics really 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 an item today we’re going to review integrations automations views and a lot more fun things so the way i divided my board here is between months however you can do this between clients or projects 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 method to get a short before dealing with an innovative request is using the type so a form essentially takes all your columns and makes it a link that other people can submit 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 desire the designer to create and i’ll fine let me show you how to create a form however generally this form comes in here and after that the team lead of the creative design group or any other team can appoint a specific designer to deal with it so let me reveal you men how to create and add a form if anything is too quick or something is not clear 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 section since it’s just 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 specific things on your board so close the kind view and like i stated it takes specific columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be provided the type they can submit this file if you wish to need it you can always do a checkbox and then they can’t send the form without filling this information in so you can truly just produce any column with anything that you men require when a creative demand is available in make it a form share the type sneak peek the program you people how a kind looks like um the name of the request you desire you wish to include a particular short with a certain i know each company has a specific structure that
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they use um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click on 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 just make look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can add a specific apply for example right now everything is in the planning ideas stage and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest top priority i want to submit it and let me show you men how it is available in on the board webinar request test so it’s always going to come into the very first group which is important to understand and after that it can be called requests or ideas can be found in and after that i can just proceed take it and move it to a specific 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 group or another board depending on how you outline your workflow simply to make sure you guys 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 compose yes so i can get feedback while you men are listening yay yes yes incredible awesome amazing i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them as well and now i’ll simply provide like a brief summary this is the individual column as you men understand we have our 7 core columns here and then 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 soon um dale you simply ask assuming one type can occupy several columns on one board yes dell you are proper every column that you develop can be practically every column you produce can be in a kind view and people can fill it out and it is available in as a product on the board great so this is our column center what we use here is a concern one we called it concern however it’s generally a score column um we have a. Monday Com Standard Vs Pro
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file column and we have a tags column what i love about the tag column is if i click on this right now 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 show you people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a specific project i’m working on i can merely link them with tags and then 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 just get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you men know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could reveal you guys remove deadline mode basically what i wish 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 Standard Vs Pro