Integrations Monday Com 2022 – dream workflows

This article is focused on answering Integrations Monday Com …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 requests think of it more like creative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you men that as well and finally i’m going to reveal you control panels um so let’s start in a minute i just want to bring up the um thing that i wanted to show you men so i have it open and then we’re going to begin awesome fine let’s start and landing page demand i’m presuming

 

you men i’m simply gon na show um talk about the fundamentals truly quickly but i make sure you men understand that this is a board each one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this in between jobs or customers and it really just depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick before working on an innovative demand is utilizing the form so a type basically takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to produce and i’ll all right let me reveal you how to produce a form but basically this type is available in here and after that the group lead of the creative design team or any other group can designate a certain designer to deal with it so let me show you guys how to create and add a form if anything is too quick or something is not clear please compose 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 area 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 method to see um specific things on your board so close the form view and like i said 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 provided the form they can publish this file if you want to require it you can always do a checkbox and then they can’t submit the kind without filling this info in so you can really just produce any column with anything that you guys require when an imaginative request can be found in make it a type share the kind preview the program you guys how a type looks like um the name of the request you desire you want to add a certain brief with a certain i know each business has a certain structure that

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they use um when do you need it by the top 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 website copy it send it to whoever let’s just make look i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can add a particular apply for example right now everything remains in the planning ideas stage and i need the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest top priority i want to send it and let me reveal you guys how it is available in on the board webinar demand test so it’s constantly going to enter the very first group which is important to understand and after that it can be called demands or ideas being available in and then i can just go on take it and move it to a certain group that i think it matters for in this case it requires 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 upon how you describe 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 kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes incredible amazing incredible i’m glad you guys are listening and understand whatever 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 as well but now i’ll simply offer like a quick introduction this is the person column as you people know 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 also as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy numerous columns on one board yes dell you are correct every column that you produce can be nearly every column you develop can be in a type view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a top priority one we called it priority but it’s generally a rating column um we have a. Integrations Monday Com

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file column and we have a tags column what i like about the tag column is if i click on 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 show you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a certain project i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i discover that super cool and i love i enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m uncertain if you people know what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could reveal you men remove deadline mode basically what i wish to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. Integrations Monday Com