How To Use Monday Com 2022 – dream workflows

This article is focused on answering How To Use Monday Com …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page requests consider it more like imaginative demands from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to show you people so i have it open and after that we’re going to begin remarkable okay let’s begin and landing page request i’m assuming

 

you guys i’m simply gon na show um discuss the basics actually quickly however i make sure you men know 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 integrations automations views and a lot more fun things so the method i divided my board here is between months however you can do this in between customers or jobs and it really just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief before dealing with an innovative demand is utilizing the kind so a form generally takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to produce a type however generally this type can be found in here and then the group lead of the imaginative design group or any other group can assign a specific designer to work on it so let me show you people how to develop and include a form 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 men examine the view section due to the fact that it’s just another way to show um all your products simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the kind view and like i stated it takes certain columns not the person column obviously however other columns that you can conceal 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 after that they can’t submit the type without filling this information in so you can actually simply create any column with anything that you guys require when an imaginative request comes in make it a form share the kind preview the program you guys how a form looks like um the name of the request you want you want to add a certain short with a specific 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 top priority and so on and so forth um you can take this link after put one 2nd let me click 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 look i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a particular declare example right now everything remains in the planning concepts phase and i require the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in highest priority i wish to submit it and let me reveal you men how it comes in on the board webinar request test so it’s constantly going to enter into the very first group which is important to know and after that it can be called requests or concepts can be found in and then i can simply go ahead take it and move it to a certain group that i believe it’s relevant for in this case it needs 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 describe your workflow just 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 type and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes incredible remarkable incredible i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also but now i’ll just give like a short summary this is the individual column as you people know we have our 7 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are proper every column that you create can be nearly every column you develop can be in a form view and individuals 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 called it concern however it’s essentially a rating column um we have actually a. How To Use Monday Com

monday.com, project management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, service, crm, user, task management software, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

How To Use Monday Com

How To Use Monday.Com 2022 – dream workflows

This article is focused on answering How To Use Monday.Com …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page demands think of it more like imaginative demands from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that too and last but not least i’m going to show you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wished to show you men so i have it open and after that we’re going to start incredible fine let’s start and landing page demand i’m presuming

 

you men i’m simply gon na reveal um discuss the fundamentals truly quickly but i’m sure you men know that this is a board every one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between clients or projects and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a short before dealing with a creative request is using the form so a form basically takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll alright let me reveal you how to create a type however generally this form comes in here and after that the team lead of the imaginative design team or any other group can designate a particular designer to deal with it so let me show you guys how to include a kind and create if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men inspect the view section because it’s simply 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 specific things on your board so close the form view and like i said 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 kind they can upload this file if you wish to require 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 develop any column with anything that you men require when an imaginative request can be found in make it a kind share the type sneak peek the show you people how a kind appears like um the name of the request you want you wish to include a particular short with a specific i know each business has a particular structure that

gantt charts project management tool monday.com alternatives

they utilize 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 2nd let me click on 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 just make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a particular declare example today everything remains in the preparation concepts phase and i need the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest concern i want to send it and let me reveal you people how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is important to know and then it can be called concepts or requests can be found in and after that i can simply go ahead take it and move it to a certain group that i think it’s relevant for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another board or another group 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 kind and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes amazing amazing amazing i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them as well now i’ll just give like a short introduction this is the person column as you men know we have our seven 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 likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one type can occupy a number of columns on one board yes dell you are correct every column that you create can be almost every column you create can be in a type view and individuals can fill it out and it comes in as a product on the board terrific so this is our column center what we utilize here is a concern one we named it concern however it’s generally a score column um we have actually a. How To Use Monday.Com

monday.com, task management, tool, software application, prices, asana, apps, trello, kanban, microsoft, automations, option, crm, user, task management software, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.

file column and we have a tags column what i enjoy about the tag column is if i click this right now 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 people how that works i can see that it’s my board particularly 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 then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m unsure 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 essentially what i wish to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. How To Use Monday.Com