Monday Com Capabilities 2022 – dream workflows

This article is focused on answering Monday Com Capabilities …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 3 specific on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers material 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 review marketing project tracking and i want to reveal 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 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin incredible okay let’s start and landing page demand i’m assuming

 

you men i’m simply gon na reveal um talk about the essentials really quickly however i make certain you guys understand 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 go over combinations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this in between jobs or customers and it actually just depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief before working on an imaginative request is using the form so a type essentially takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll alright let me reveal you how to produce a type but essentially this form comes in here and after that the team lead of the innovative design group or any other group can appoint a specific designer to work on it so let me reveal you guys how to produce and add a type if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people check the view section due to the fact that it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the kind view and like i said it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be given the form they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this details in so you can really simply produce any column with anything that you guys require when an innovative request can be found in make it a form share the form preview the show you guys how a kind appears like um the name of the demand you want you want to include a particular quick with a particular i understand each company has a specific structure that

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they use um when do you need it by the top priority and so on etc 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 website copy it send it to whoever let’s simply make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a specific declare example today everything remains in the planning concepts stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest top priority i wish to send it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to enter the very first group which is important to understand and then it can be called ideas or demands can be found in and then i can simply proceed take it and move it to a specific group that i believe it matters 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 just 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 form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes awesome remarkable remarkable i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also today i’ll just offer like a brief introduction this is the individual column as you men know we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one kind can populate several columns on one board yes dell you are correct every column that you produce can be practically every column you create can be in a form view and individuals 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 priority one we called it priority however it’s generally a score column um we have actually a. Monday Com Capabilities

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file column and we have a tags column what i love 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 show 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 particular project i’m dealing with i can simply 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 simply get out of here [Music] alright um [Music] and yeah and i’m unsure if you people know what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i might reveal you guys get rid of deadline mode basically what i wish to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday Com Capabilities