How To Use Monday Com Effectively 2022 – dream workflows

This article is focused on answering How To Use Monday Com Effectively …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 particular on boards which are usage cases for banner and landing page requests think about it more like innovative demands from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want 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 after that i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that too and finally i’m going to show you control panels um so let’s begin in a minute i simply wish 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 awesome fine let’s begin and landing page request i’m presuming

 

you people i’m simply gon na reveal um speak about the fundamentals actually rapidly however i’m sure you people 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 go over combinations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this between tasks or customers and it really simply depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief before dealing with an imaginative request is utilizing the type so a form essentially 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 searching for the size of uh the banner that they desire the designer to develop and i’ll okay let me show you how to create a type however generally this kind is available in here and after that the team lead of the innovative design group or any other team can designate a specific designer to deal with it so let me reveal you people how to produce and include a kind if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you people check the view area due to the fact that it’s just another method to reveal 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 type view and like i stated it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the person that is going to be given the type they can upload this file if you want to require it you can constantly do a checkbox and then they can’t send the form without filling this information in so you can really simply create any column with anything that you men need when an innovative demand can be found in make it a type share the type preview the show you people how a form appears like um the name of the demand you desire you wish to add a certain short with a specific i know each company has a certain structure that

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they utilize um when do you need 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 type 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 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 file for example right now whatever remains in the preparation concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in highest concern i want to send it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to come into the very first group which is necessary to know and then it can be called demands or ideas can be found in and after that i can just proceed take it and move it to a specific group that i believe it matters 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 board or another group depending upon how you detail your workflow simply to make certain you guys 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 people are listening yay yes yes incredible awesome amazing i’m glad you people are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them also but now i’ll simply offer like a short summary this is the individual column as you men know we have our seven core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be nearly every column you produce can be in a type view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a top priority one we named it top priority but it’s basically a score column um we have a. How To Use Monday Com Effectively

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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 browse facebook it’s going to do a cross board search let me reveal you men how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific task i’m working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you people understand what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i could show you guys get rid of due date mode generally what i want to do i want to set as due date i want to take the status column but i might take any status column i have for example the. How To Use Monday Com Effectively