Monday.Com And Office 365 2022 – dream workflows

This article is focused on answering Monday.Com And Office 365 …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three specific on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers content 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 discuss marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to show you a slip 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 reveal you men that too and finally i’m going to show 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 then we’re going to start awesome all right let’s start and landing page demand i’m assuming

 

you men i’m just gon na show um talk about the essentials really rapidly but i make sure you people know 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 discuss combinations automations views and a lot more fun things so the way i divided my board here is between months but you can do this between projects or clients and it actually just depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a brief prior to working on a creative request is using the kind so a kind 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 alright let me show you how to produce a type however generally this type can be found in here and then the group lead of the innovative design team or any other group can appoint a certain designer to work on it so let me show you people how to add a type and create if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys inspect the view section because it’s just another way to show um all your products just 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 form view and like i stated it takes certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the type they can publish this file if you wish to require it you can always do a checkbox and after that they can’t send the type without filling this information in so you can truly just develop any column with anything that you men require when an imaginative request is available in make it a type share the type sneak peek the program you people how a form appears like um the name of the request you want you want to add a specific short with a certain i know each company has a particular structure that

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they use um when do you require it by the concern and so on etc um you can take this link after put one second let me click 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 appearance 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 whatever remains in the planning concepts stage and i require 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 want to send it and let me reveal you men how it comes in on the board webinar request test so it’s always going to come into the first group which is necessary to understand and after that it can be called demands or concepts can be found in and after that i can simply go on 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 board or another group depending upon how you detail your workflow just to make certain you men 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 compose yes so i can get feedback while you guys are listening yay yes yes incredible remarkable amazing i’m glad you people 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 review them also but now i’ll simply offer like a short introduction this is the individual column as you people understand we have our 7 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy numerous columns on one board yes dell you are correct every column that you produce can be nearly every column you develop can be in a kind 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 use here is a priority one we named it concern however it’s generally a ranking column um we have actually a. Monday.Com And Office 365

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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 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 browse facebook it’s going to do a cross board search let me reveal you men 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 particular task i’m dealing with i can just link them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i love the tech college let me just get out of here [Music] all right 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 way i linked them together and did due date mode is let me reverse this so i could show you guys eliminate deadline mode essentially what i wish to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday.Com And Office 365