Monday.Com Canada 2022 – dream workflows

This article is focused on answering Monday.Com Canada …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 show you three particular on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers material so on and so forth 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 show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you men that also and last but not least i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wanted to show you people so i have it open and then we’re going to begin awesome okay let’s start and landing page demand i’m presuming

 

you men i’m simply gon na show um talk about the basics really rapidly but i’m sure you guys understand that this is a board each one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this in between jobs or clients and it truly just depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short prior to dealing with a creative demand is using the type so a type basically takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll fine let me show you how to produce a type however essentially this form can be found in here and then the group lead of the creative design team or any other group can assign a certain designer to deal with it so let me reveal you guys how to include a form and produce if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men inspect the view area due to the fact that it’s simply another method to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the kind view and like i said it takes particular columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can truly just create any column with anything that you men require when an innovative request comes in make it a form share the kind preview the show you men how a type looks like um the name of the demand you desire you want to include a specific brief 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 concern and so on and so forth um you can take this link after put one second let me click the kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make look i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can include a specific apply for example today everything is in the preparation ideas phase and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i want to submit it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is necessary to understand and after that it can be called demands or concepts can be found in and then i can just go ahead take it and move it to a certain 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 upon how you detail your workflow simply 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 just write yes so i can get feedback while you people are listening yay yes yes remarkable remarkable incredible i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them also today i’ll simply offer like a short summary this is the person column as you people know we have our 7 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 also on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one type can populate several columns on one board yes dell you are correct every column that you create can be almost every column you create can be in a form view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a concern one we called it concern but it’s basically a ranking column um we have actually a. Monday.Com Canada

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