Do It By Monday 2022 – dream workflows

This article is focused on answering Do It By Monday …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page requests think of it more like creative requests from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to show you people so i have it open and after that we’re going to start remarkable fine let’s start and landing page request i’m presuming

 

you people i’m just gon na reveal um speak about the basics truly rapidly however i make sure you guys understand that this is a board each one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this in between customers or jobs and it truly simply depends on your workflow and the way we did it here to you can do it any way you want but a cool way to get a brief prior to dealing with an imaginative demand is using the type so a kind essentially takes all your columns and makes it a link that other individuals 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 want the designer to produce and i’ll alright let me show you how to create a type however generally this kind is available in here and then the group lead of the creative style group or any other group can designate a particular designer to deal with it so let me show you guys how to add a form and develop if anything is too fast 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 advise you guys examine the view section since it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the form view and like i said it takes certain columns not the individual column naturally but 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 require it you can constantly do a checkbox and after that they can’t submit the kind without filling this details in so you can really just create any column with anything that you guys require when an imaginative request can be found in make it a kind share the form preview the show you people how a type appears like um the name of the demand you desire you wish to include a certain short with a certain i understand each business has a particular structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the 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 appearance i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a particular declare example today whatever remains in the planning concepts stage and i require the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in highest top priority i wish to send it and let me reveal you people how it is available in on the board webinar request test so it’s always going to enter into the first group which is essential to know and after that it can be called demands or ideas being available in and after that i can simply go on take it and move it to a specific group that i believe it matters for in this case it needs 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 outline your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes awesome incredible amazing i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them also but now i’ll simply give like a brief overview this is the individual column as you men know we have our 7 core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um soon 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 practically every column you develop can be in a form view and people can fill it out and it can be found 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 priority but it’s essentially a score column um we have a. Do It By Monday

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Do It By Monday