Monday Com Cfo 2022 – dream workflows

This article is focused on answering Monday Com Cfo …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page demands consider it more like creative requests from designers content so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you men that too and finally 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 reveal you people so i have it open and then we’re going to begin amazing okay let’s start and landing page request i’m assuming

 

you guys i’m simply gon na show um discuss the essentials actually rapidly however i’m sure you guys 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 go over combinations automations views and a lot more fun things so the way i divided my board here is between months however you can do this in between projects or customers and it really simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a brief before dealing with an imaginative request is utilizing the kind so a type essentially takes all your columns and makes it a link that other individuals can submit which they can submit 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 all right let me reveal you how to develop a form but generally this kind comes in here and then the group lead of the creative style team or any other team can designate a certain designer to work on it so let me show you guys how to add a kind and create 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 check the view section since it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type 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 person that is going to be offered the type they can submit this file if you want to require it you can always do a checkbox and after that they can’t send the form without filling this info in so you can truly just create any column with anything that you men need when an imaginative demand is available in make it a type share the kind sneak peek the show you men how a kind appears like um the name of the request you desire you wish to include a specific short with a specific i know each business has a specific structure that

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they use um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click on 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 look i’ll just show you guys let’s fill it in and you can see um webinar request test i can include a particular declare example today everything is in the preparation concepts stage and i require the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in highest concern i wish to send it and let me reveal you guys how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is necessary to know and after that it can be called demands or concepts coming in and then i can simply go on take it and move it to a particular group that i believe it matters 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 simply to ensure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes remarkable amazing remarkable i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them also today i’ll just provide like a short introduction this is the person column as you people understand 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 also on the item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy a number of columns on one board yes dell you are appropriate every column that you produce can be nearly every column you create can be in a type view and people can fill it out and it can be found in as a product on the board terrific so this is our column center what we use here is a concern one we named it top priority however it’s generally a ranking column um we have actually a. Monday Com Cfo

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Monday Com Cfo