Monday.Com And Excel 2022 – dream workflows

This article is focused on answering Monday.Com And Excel …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 reveal you 3 particular on boards which are use cases for banner and landing page requests consider it more like creative demands from designers material 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 reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that as well and finally i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start 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 essentials actually rapidly however i make certain you guys understand 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 fun stuff so the way i divided my board here is in between months however you can do this in between projects or customers and it actually simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a brief before dealing with an imaginative demand is utilizing the kind so a form essentially takes all your columns and makes it a link that other people can submit 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 want the designer to create and i’ll alright let me show you how to develop a type however generally this type comes in here and after that the team lead of the creative design group or any other group can appoint a particular designer to work on it so let me show you guys how to add a form and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you people inspect the view area due to the fact that it’s just another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the type view and like i said it takes certain columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the type they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t send the kind without filling this details in so you can truly simply create any column with anything that you men require when an innovative demand can be found in make it a kind share the type sneak peek the program you men how a type looks like um the name of the demand you want you wish to include a certain short with a certain i know each business has a certain structure that

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they use um when do you need it by the concern 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 website copy it send it to whoever let’s just make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can include a certain 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 dealing with it i need it by may 23rd and it’s in highest concern i want to submit it and let me reveal you guys how it can be found in on the board webinar request test so it’s always going to come into the first group which is essential to understand and after that it can be called demands or concepts coming in and after that i can simply proceed take it and move it to a particular group that i think it’s relevant for in this case it requires 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 simply to ensure 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 simply compose yes so i can get feedback while you people are listening yay yes yes awesome incredible remarkable i’m glad you guys are listening and understand everything great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also now i’ll just provide like a short summary this is the person column as you men know we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are correct every column that you develop can be practically every column you create can be in a kind view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a priority one we called it priority but it’s generally a score column um we have actually a. Monday.Com And Excel

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Monday.Com And Excel