Monday Planning Tool 2022

This article is focused on answering Monday Planning Tool …I’m a customer success manager 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 usage cases for banner and landing page demands think about it more like innovative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that also and finally i’m going to show you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to begin incredible fine let’s start and landing page demand i’m presuming

 

you men i’m just gon na show um discuss the fundamentals actually quickly but i make sure you men know that this is a board each one of these are called each row and a group is called a product today we’re going to go over combinations automations views and a lot more fun things so the way i divided my board here is between months but you can do this between clients or jobs and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a quick before working on a creative demand is utilizing the type so a kind essentially takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll fine let me reveal you how to develop a type but basically this kind comes in here and after that the team lead of the creative style team or any other team can designate a particular designer to deal with it so let me show you men how to produce and add a type if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people examine the view section due to the fact that it’s simply another method to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the form view and like i stated it takes specific columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be given the type they can submit this file if you wish to need it you can always do a checkbox and after that they can’t send the kind without filling this details in so you can truly just create any column with anything that you men need when an innovative demand can be found in make it a type share the form preview the show you people how a kind looks like um the name of the demand you desire you want to add a particular quick with a particular i understand each business has a specific structure that

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they use um when do you require it by the top priority and so on and so forth um you can take this link after put one second 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 just make look i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can add a particular file for example right now everything is in the planning ideas phase and i require the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest concern i want to send it and let me reveal you men how it can be found in on the board webinar demand test so it’s always going to come into the very first group which is essential to understand and then it can be called demands or concepts can be found in and after that i can just go ahead take it and move it to a specific group that i believe 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 upon how you outline 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 form and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes amazing remarkable awesome i’m glad you guys are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them too and now i’ll simply give like a quick summary this is the individual column as you men know we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy several columns on one board yes dell you are appropriate every column that you produce can be practically every column you develop can be in a type view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a top priority one we named it top priority but it’s generally a rating column um we have actually a. Monday Planning Tool

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Monday Planning Tool