Monday Com Budget 2022 – dream workflows

This article is focused on answering Monday Com Budget …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page requests consider it more like innovative 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 campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that as well and finally i’m going to show you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin incredible alright let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na reveal um speak about the essentials actually 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 an item today we’re going to discuss integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this between tasks or clients and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief prior to working on an innovative request is utilizing the form so a kind basically takes all your columns and makes it a link that other individuals can complete 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 desire the designer to create and i’ll okay let me reveal you how to develop a kind but essentially this kind can be found in here and after that the team lead of the creative style group or any other team can assign a certain designer to deal with it so let me show you people how to create and include a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you men examine the view area due to the fact that it’s simply another method to show um all your items just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the kind view and like i stated it takes specific columns not the person column of course however other columns that you can hide or make um viewable for the person that is going to be provided the kind they can publish this file if you want 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 really just create any column with anything that you men require when a creative request can be found in make it a kind share the type sneak peek the program you men how a kind looks like um the name of the request you desire you want to include a specific short with a certain i know each business has a specific structure that

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they utilize um when do you require it by the top priority and so on etc um you can take this link after put one 2nd 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 look i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can add a certain file for example today whatever remains in the preparation concepts stage and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest priority i want to submit it and let me reveal you men how it comes in on the board webinar demand test so it’s always going to enter the first group which is important to know and then it can be called requests or concepts being available in and after that i can just proceed take it and move it to a specific group that i believe 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 describe your workflow simply to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just 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 comprehend everything great 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 and now i’ll simply offer like a short introduction this is the individual column as you people know we have our 7 core columns here and after that 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 also as a view we’ll get to that um soon 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 nearly every column you develop can be in a form view and people can fill it out and it can be found in as an item on the board great so this is our column center what we use here is a top priority one we called it top priority however it’s basically a score column um we have actually a. Monday Com Budget

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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 today 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 guys how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a specific job 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 find that extremely cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m uncertain if you men understand what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i could reveal you men get rid of due date mode essentially what i want to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Monday Com Budget