Monday Com Advanced 2022 – dream workflows

This article is focused on answering Monday Com Advanced …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 specific on boards which are use cases for banner and landing page requests consider it more like imaginative requests from designers material so on etc 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 integrity that we have with mailchimp and then i wish to show 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 reveal you guys that as well and last but not least i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin awesome all right let’s begin and landing page request i’m assuming

 

you people i’m simply gon na show um speak about the basics truly quickly but i’m sure you people know that this is a board each one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between clients or tasks and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short before working on an innovative demand is utilizing the type so a kind essentially takes all your columns and makes it a link that other individuals can complete which they can publish 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 develop and i’ll all right let me reveal you how to create a form however generally this kind comes in here and then the team lead of the innovative style team or any other team can appoint a certain designer to deal with it so let me show you men how to add a kind and develop 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 include view i recommend you people examine the view area because it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the kind view and like i said it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the person that is going to be given the kind they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t submit the kind without filling this details in so you can truly just develop any column with anything that you men need when an imaginative demand can be found in make it a type share the form preview the show you guys how a type looks like um the name of the request you want you want to add a certain brief with a specific i know each business has a certain structure that

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they use um when do you need it by the priority and so on and so forth um you can take this link after put one second let me click 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 simply make appearance i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a particular apply for example right now everything remains in the preparation concepts phase and i require the innovative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest concern i wish to submit it and let me show you guys how it comes in on the board webinar demand test so it’s always going to enter into the first group which is very important to understand and then it can be called demands or ideas being available in and after that 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 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 outline your workflow just 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 men are listening yay yes yes awesome amazing amazing i’m glad you people are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them too 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 soon um dale you simply ask assuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a type view and people can fill it out and it can be found 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 priority however it’s basically a rating column um we have a. Monday Com Advanced

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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 reveal 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 certain project i’m working on i can simply connect 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 not exactly sure if you guys know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i could reveal you men remove deadline mode essentially what i want to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Monday Com Advanced