Microsoft Teams And Monday Com 2022 – dream workflows

This article is focused on answering Microsoft Teams And 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 specific on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that as well and finally i’m going to show you dashboards um so let’s begin 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 start remarkable fine let’s begin and landing page demand i’m assuming

 

you guys i’m just gon na reveal um talk about the essentials really quickly but i’m sure you men understand that this is a board each one of these are called each row and a group is called an item today we’re going to go over combinations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this in between customers or tasks and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a quick before dealing with an innovative request is utilizing the kind so a type basically takes all your columns and makes it a link that other people can fill out 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 all right let me reveal you how to create a type but essentially this form can be found in here and then the group lead of the innovative design group or any other team can assign a specific designer to deal with it so let me show you guys how to include a type and create if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people check the view area because it’s just another method to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the kind view and like i said it takes certain columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be provided the form they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can really just produce any column with anything that you people need when an imaginative demand is available in make it a kind share the kind sneak peek the program you guys how a type looks like um the name of the request you desire you wish to add a particular quick with a certain i know each business has a specific structure that

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they utilize 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 site copy it send it to whoever let’s just 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 certain declare example today everything is in the planning ideas stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest priority i want to send it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to enter into the first group which is essential to know and after that it can be called concepts or requests being available in and then i can simply go on take it and move it to a particular group that i think it matters 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 outline your workflow just 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 form 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 people are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them also now i’ll just offer like a quick overview this is the person column as you people know we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one type can populate several columns on one board yes dell you are appropriate every column that you produce can be practically every column you create can be in a form view and people 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 concern one we called it top priority but it’s generally a ranking column um we have a. Microsoft Teams And 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 search facebook it’s going to do a cross board search let me show you guys how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular task i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i enjoy the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not sure if you men understand what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might show you men eliminate deadline mode essentially 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. Microsoft Teams And Monday Com