Monday Com Budget Tracking 2022 – dream workflows

This article is focused on answering Monday Com Budget Tracking …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page demands think about it more like imaginative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in e-mail marketing um integrity 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 be able to incorporate with facebook for facebook ads so i’ll reveal you people that too and lastly i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin remarkable all right let’s start and landing page demand i’m assuming

 

you men i’m just gon na reveal um speak about the essentials truly rapidly however i make sure you guys 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 go over integrations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this in between projects or clients and it actually just depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a short before dealing with an imaginative demand is utilizing the type so a type essentially takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to create a kind however essentially this type comes in here and after that the group lead of the creative style group or any other group can designate a specific designer to deal with it so let me show you guys how to add a type and produce if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys check the view area since it’s simply another method to show um all your products just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the type view and like i stated it takes specific columns not the individual column of course however other columns that you can hide or make um viewable for the individual that is going to be offered the type they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can truly simply create any column with anything that you guys require when an innovative demand can be found in make it a type share the kind preview the program you people how a form looks like um the name of the demand you want you want to include a specific short with a particular i know each company has a particular structure that

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they use um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click on the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can include a certain declare example right now whatever is in the preparation ideas phase and i require the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest priority i wish to submit it and let me reveal you men how it is available in on the board webinar request test so it’s constantly going to enter the first group which is very important to understand and after that it can be called concepts or demands coming in and then 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 requires 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 on how you detail your workflow just to make certain 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 awesome awesome awesome i’m glad you people are listening and understand whatever fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them too now i’ll simply provide like a quick introduction this is the person column as you guys know we have our 7 core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one type can occupy a number of columns on one board yes dell you are right every column that you develop can be almost every column you produce can be in a form view and people can fill it out and it comes in as a product on the board great so this is our column center what we use here is a priority one we called it top priority but it’s basically a score column um we have a. Monday Com Budget Tracking

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file column and we have a tags column what i enjoy about the tag column is if i click 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 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 specifically i can see that it’s another board and after that if i have a specific project i’m working on i can just link them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i enjoy the tech college let me just leave here [Music] okay um [Music] and yeah and i’m uncertain if you guys know what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i might reveal you guys remove due date mode basically what i want to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Budget Tracking