Monday.Com And Outlook Calendar 2022 – dream workflows

This article is focused on answering Monday.Com And Outlook Calendar …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 demands consider it more like imaginative demands from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that as well and last but not least i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wished to show you guys so i have it open and then we’re going to begin remarkable alright let’s start and landing page request i’m presuming

 

you guys i’m just gon na show um discuss the basics truly rapidly however i make sure you men 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 combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this in between tasks or customers and it really 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 before dealing with an innovative demand 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 submit 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 create a type but essentially this kind is available in here and after that the team lead of the imaginative style group or any other team can designate a certain designer to work on it so let me show you guys how to develop and add a form if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you guys inspect the view area because it’s simply another method to show 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 specific things on your board so close the kind view and like i said it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be offered the form they can submit this file if you wish to require it you can always do a checkbox and after that they can’t submit the form without filling this information in so you can really just create any column with anything that you guys need when an imaginative demand can be found in make it a kind share the kind sneak peek the program you people how a kind looks like um the name of the demand you desire you want to add a specific quick with a particular i understand each company has a particular structure that

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they use um when do you require it by the top priority and so on etc um you can take this link after put one second let me click on 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 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 certain declare example right now whatever is in the preparation ideas stage 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 wish to submit it and let me reveal you guys how it is available in on the board webinar demand test so it’s always going to come into the very first group which is essential to know and then it can be called demands or concepts coming in and then i can simply proceed take it and move it to a particular group that i believe 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 board or another group depending on how you describe your workflow just to ensure 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 simply compose yes so i can get feedback while you people are listening yay yes yes remarkable awesome awesome i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them as well now i’ll simply provide like a brief overview this is the person column as you men know we have our seven 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 likewise on the item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can occupy several columns on one board yes dell you are correct every column that you produce can be almost every column you produce can be in a type view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a priority one we called it priority but it’s basically a score column um we have actually a. Monday.Com And Outlook Calendar

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file column and we have a tags column what i love 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 people 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 particular task i’m dealing with i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you men know 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 undo this so i could reveal you men remove deadline mode essentially what i wish to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Monday.Com And Outlook Calendar