Monday Com Advanced Walkthrough 2022 – dream workflows

This article is focused on answering Monday Com Advanced Walkthrough …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 show you three particular on boards which are use cases for banner and landing page requests think about 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 desire kimberly um and we’re going to review marketing project 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 preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that too and finally i’m going to show you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin amazing alright let’s start and landing page request i’m presuming

 

you people i’m just gon na reveal um talk about the fundamentals really quickly but i make certain you guys 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 enjoyable stuff so the way i divided my board here is in between months however you can do this between tasks or clients and it truly just 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 brief prior to working on an innovative request is utilizing the kind so a form 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 searching for the size of uh the banner that they want the designer to produce and i’ll okay let me show you how to develop a type however generally this type can be found in here and after that the team lead of the creative style group or any other group can assign a certain designer to work on it so let me reveal you guys how to add a kind and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys inspect the view area since it’s just another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i stated it takes certain columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can publish this file if you want to need it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can truly simply create any column with anything that you men need when an innovative demand comes in make it a kind share the type sneak peek the program you men how a form appears like um the name of the demand you desire you wish to add a particular short with a particular i understand each business has a specific structure that

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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 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 just make look i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can include a particular file for example today everything remains in the preparation concepts stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest top priority i wish to submit it and let me show you men how it comes in on the board webinar request test so it’s always going to enter the first group which is necessary to know and after that it can be called concepts or requests being available in and after that i can simply go ahead take it and move it to a specific 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 detail your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible amazing awesome i’m glad you men are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them too but now i’ll just offer like a brief summary this is the individual column as you men know we have our seven 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 product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one type can populate numerous columns on one board yes dell you are right every column that you develop can be nearly every column you develop can be in a type view and individuals can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a top priority one we called it concern however it’s generally a ranking column um we have a. Monday Com Advanced Walkthrough

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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 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 reveal you guys 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 job i’m dealing with i can just link them with tags and after that i can cross board search it to what it matters for so i find that incredibly 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 exactly sure 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 deadline mode is let me undo this so i could reveal you men eliminate deadline mode essentially what i want to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Advanced Walkthrough