Monday Com Agile 2022 – dream workflows

This article is focused on answering Monday Com Agile …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 three particular on boards which are usage cases for banner and landing page demands think about it more like innovative demands from designers content so on etc copywriters um a social networks preparation 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 stability that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that too and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to begin remarkable alright let’s begin and landing page request i’m presuming

 

you guys i’m just gon na reveal um talk about the fundamentals actually rapidly however i make sure you people understand that this is a board every 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 fun stuff so the way i divided my board here is between months however you can do this between clients or jobs and it actually simply depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick before working on a creative request is utilizing the kind so a form generally takes all your columns and makes it a link that other people can fill out 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 want the designer to create and i’ll fine let me show you how to produce a kind however essentially this type is available in here and after that the team lead of the imaginative style team or any other team can assign a certain designer to deal with it so let me show you men 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 try clarify so i can go here add view i advise you men inspect the view section since it’s simply 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 way to see um particular things on your board so close the type view and like i stated it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can actually simply produce any column with anything that you guys require when an imaginative demand 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 want you want to include a certain short with a particular i understand each business has a certain structure that

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they use um when do you require it by the priority and so on etc um you can take this link after put one 2nd 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 look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a specific file for example today whatever remains in the planning concepts stage and i need 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 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 into the first group which is necessary to understand and then it can be called concepts or demands can be found in and after that i can just go ahead take it and move it to a specific group that i believe 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 describe your workflow just to make sure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes awesome remarkable incredible i’m glad you people are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them also now i’ll just offer like a quick summary this is the individual column as you men understand we have our seven 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 likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can populate numerous columns on one board yes dell you are correct every column that you produce can be practically every column you create can be in a kind view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a priority one we called it priority however it’s basically a rating column um we have a. Monday Com Agile

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file column and we have a tags column what i enjoy 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 certain project i’m dealing with i can simply link them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i enjoy the tech college let me simply get out of here [Music] alright 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 linked them together and did due date mode is let me reverse this so i could reveal you guys remove deadline mode generally what i want to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Monday Com Agile