This article is focused on answering The Accountant Monday Tuesday …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 reveal you 3 particular on boards which are usage cases for banner and landing page demands think about it more like imaginative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want 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 sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that as well and finally i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to begin remarkable all right let’s begin and landing page demand i’m assuming
you men i’m simply gon na show um discuss the basics really quickly however i make sure you guys understand that this is a board every 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 stuff so the method i divided my board here is between months however you can do this in between jobs or customers and it actually just depends on 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 short prior to dealing with an imaginative demand is utilizing the form so a type generally takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll fine let me reveal you how to develop a type however basically this type comes in here and then the group lead of the innovative design group or any other team can assign a certain designer to work on it so let me show you men how to add a form and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you people check the view section because it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i said it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can upload this file if you want to need it you can always do a checkbox and then they can’t send the type without filling this info in so you can actually simply develop any column with anything that you men require when an innovative demand comes in make it a type share the type preview the show you men how a type appears like um the name of the request you desire you want to add a specific short with a certain i understand each company has a particular 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 second 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 simply make look i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a particular file for example today everything remains in the planning concepts phase and i need 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 wish to send it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to enter the very first group which is necessary to know and then it can be called demands or ideas being available in and then i can just proceed 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 may so i’m going to keep it in this group i can move it to another group or another board depending upon how you detail your workflow just to make certain you guys 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 write yes so i can get feedback while you men are listening yay yes yes incredible incredible incredible i’m glad you guys are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them also and now i’ll simply provide like a short overview this is the person column as you people understand we have our seven core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also 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 populate a number of columns on one board yes dell you are correct 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 can be found in as an item on the board fantastic so this is our column center what we use here is a concern one we called it concern but it’s generally a rating column um we have a. The Accountant Monday Tuesday
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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 search facebook it’s going to do a cross board search let me show you guys 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 task i’m working on i can merely link them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you men understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i might reveal you people remove due date mode basically what i want to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. The Accountant Monday Tuesday