Monday.Com And Teams Integration 2022 – dream workflows

This article is focused on answering Monday.Com And Teams Integration …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests consider it more like imaginative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you guys that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin incredible fine let’s start and landing page demand i’m assuming

 

you guys i’m just gon na reveal um discuss the basics truly quickly but i make sure you men know that this is a board every one of these are called each row and a group is called a product today we’re going to review combinations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this in between customers or tasks and it really just depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a short prior to dealing with a creative request is using the form so a form basically 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 trying to find the size of uh the banner that they want the designer to develop and i’ll okay let me show you how to produce a form however basically this form is available in here and after that the group lead of the creative style team or any other team can designate a particular designer to deal with it so let me show you guys how to produce and add a kind 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 guys examine the view area because it’s just another method to reveal um all your items simply 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 kind view and like i stated it takes specific columns not the person column obviously but other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can truly simply produce any column with anything that you people require when an innovative request can be found in make it a kind share the form sneak peek the program you people how a type looks like um the name of the request you want you want to add a particular quick with a certain i understand each company has a certain structure that

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they utilize um when do you require it by the top 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 just reveal you men let’s fill it in and you can see um webinar demand test i can include a specific 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 might 23rd and it’s in highest top priority i wish to submit it and let me show you people how it is available in on the board webinar request test so it’s constantly going to come into the first group which is important to know and after that it can be called requests or concepts can be found in and then i can simply proceed 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 may so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow just to ensure you guys 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 simply write yes so i can get feedback while you guys are listening yay yes yes incredible awesome remarkable i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them also and now i’ll simply offer like a short introduction this is the individual column as you men understand we have our seven core columns here and after that 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 product itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy a number of columns on one board yes dell you are proper every column that you produce can be almost every column you create can be in a kind view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a top priority one we called it top priority but it’s generally a rating column um we have a. Monday.Com And Teams Integration

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file column and we have a tags column what i enjoy about the tag column is if i click 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 search 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 after that if i have a certain project i’m dealing with i can merely connect them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i love the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you people understand what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might show you men get rid of deadline mode generally what i want to do i wish 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 Teams Integration