This article is focused on answering Monday.Com Workspaces Vs Boards …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated 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 imaginative demands from designers material so on and so forth copywriters um a social networks planning and design 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 email marketing um stability that we have with mailchimp and then i want to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you people that also and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to begin awesome all right let’s start and landing page request i’m assuming
you guys i’m just gon na reveal um talk about the basics really quickly but 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 integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this in between projects or clients and it really 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 quick before working on an imaginative demand is using the type so a type 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 looking for the size of uh the banner that they desire the designer to develop and i’ll alright let me reveal you how to create a form but essentially this type can be found in here and after that the group lead of the innovative style team or any other team can assign a specific designer to work on it so let me reveal you people how to add a type and create if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men inspect the view area due to the fact that it’s simply another method to show um all your products just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the kind view and like i stated it takes particular columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the form without filling this info in so you can actually simply produce any column with anything that you people need when a creative request is available in make it a kind share the form preview the show you guys how a kind appears like um the name of the request you desire you want to include a particular quick with a certain i know each business 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 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 appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can add a certain apply for example right now whatever is in the planning ideas phase and i need the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest top priority i wish to submit it and let me show you men how it comes in on the board webinar demand test so it’s always going to enter the very first group which is essential to understand and after that it can be called requests or concepts can be found in and then i can just go ahead take it and move it to a certain group that i think it’s relevant for in this case it needs 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 ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes incredible remarkable amazing i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them too and now i’ll just offer like a brief overview this is the individual column as you people understand we have our seven 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 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 produce can be almost every column you develop can be in a type view and people can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a priority one we called it priority but it’s essentially a ranking column um we have actually a. Monday.Com Workspaces Vs Boards
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Monday.Com Workspaces Vs Boards