Is Monday.Com Compatible With Outlook 2022 – dream workflows

This article is focused on answering Is Monday.Com Compatible With Outlook …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page requests think of it more like innovative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that also and lastly i’m going to reveal you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin awesome okay let’s start and landing page request i’m assuming

 

you guys i’m simply gon na show um discuss the basics really rapidly however i’m sure you people know that this is a board each one of these are called a group and each row 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 between months but you can do this between projects or clients and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief before dealing with a creative request is utilizing the form so a kind 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 looking for the size of uh the banner that they want the designer to produce and i’ll okay let me show you how to produce a type but generally this type comes in here and then the group lead of the innovative style team or any other group can assign a certain designer to deal with it so let me reveal you men how to develop and add a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you men check the view section due to the fact that it’s just another way to show um all your items just 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 form view and like i said it takes specific columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be given the form they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t send the type without filling this details in so you can actually just develop any column with anything that you men need when a creative request can be found in make it a type share the type preview the program you men how a form appears like um the name of the request you desire you want to include a specific brief with a specific i know each company has a particular structure that

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they utilize um when do you require it by the concern and so on etc um you can take this link after put one 2nd let me click on the type 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 appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a specific apply for example today everything remains in the planning ideas phase and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest 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 into the first group which is essential to understand and after that it can be called concepts or demands being available in and then i can simply go ahead take it and move it to a specific group that i think it’s relevant 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 simply to make certain you guys are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable amazing awesome i’m glad you people are listening and comprehend whatever excellent um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them as well but now i’ll simply give like a quick summary this is the person column as you guys 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one form can populate numerous columns on one board yes dell you are right every column that you create can be practically every column you produce can be in a form view and people can fill it out and it can be found in as an item 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 score column um we have a. Is Monday.Com Compatible With Outlook

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file column and we have a tags column what i love 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 job i’m dealing with 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 incredibly cool and i love i love the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you men understand what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could reveal you guys remove 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. Is Monday.Com Compatible With Outlook