How To Use Monday Com For Project Management 2022 – dream workflows

This article is focused on answering How To Use Monday Com For Project Management …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 reveal you three particular on boards which are use cases for banner and landing page demands think about it more like innovative 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 go over marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that too and last but not least 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 wanted to show you men so i have it open and then we’re going to start awesome alright let’s start and landing page demand i’m assuming

 

you men i’m just gon na show um speak about the basics really rapidly however i’m sure you people understand 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 review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this between clients or projects and it actually simply depends on your workflow and the method 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 innovative demand is using the kind so a form basically takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll alright let me show you how to create a kind but generally this form is available in here and after that the team lead of the creative style group or any other team can assign a specific designer to deal with it so let me reveal you people how to add a kind and develop 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 add view i advise you guys check the view area since it’s simply another way to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type view and like i said it takes specific columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the type they can upload this file if you wish to need it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can actually just create any column with anything that you men require when a creative demand is available in make it a form share the kind preview the program you people how a form looks like um the name of the request you desire you wish to include a specific quick 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 2nd let me click the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll just 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 concepts phase and i need the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest top priority i want to send it and let me show you men how it is available in on the board webinar request test so it’s constantly going to enter the first group which is important to understand and after that it can be called concepts or requests being available in and after that i can just go on take it and move it to a particular 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 on how you describe 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 form and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes incredible amazing remarkable i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them also and now i’ll just give like a quick summary this is the person column as you guys understand 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a form view and people can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a top priority one we named it priority but it’s essentially a rating column um we have actually a. How To Use Monday Com For Project Management

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How To Use Monday Com For Project Management