Monday Com Chat Support 2022 – dream workflows

This article is focused on answering Monday Com Chat Support …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 usage cases for banner and landing page demands think about it more like innovative demands from designers content 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 reveal you an in email marketing um integrity that we have with mailchimp and after that i want to show you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that too and finally i’m going to reveal you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to start incredible okay let’s start and landing page demand i’m presuming

 

you guys i’m just gon na show um discuss the basics actually rapidly but i make certain 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 review integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between customers or jobs and it really just depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a quick before working on an innovative request is using the form so a form generally 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 trying to find the size of uh the banner that they desire the designer to produce and i’ll okay let me show you how to produce a form but generally this kind can be found in here and after that the team lead of the imaginative design team or any other group can appoint a particular designer to work on it so let me reveal you people how to create and include a type if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you guys check the view area because it’s simply another way to reveal 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 certain things on your board so close the kind view and like i said it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be given the form they can submit this file if you wish to need it you can always do a checkbox and after that they can’t send the form without filling this details in so you can actually simply produce any column with anything that you people require when an imaginative request is available in make it a form share the kind preview the show you people how a type appears like um the name of the request you desire you wish to include a particular brief with a certain i understand each company has a particular structure that

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they use um when do you require it by the concern 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 site copy it send it to whoever let’s just make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a certain apply for example today everything remains in the preparation ideas phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest 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 into the first group which is very important to understand and then it can be called requests or ideas being available in and after that i can just proceed take it and move it to a particular group that i think it’s relevant for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another group or another board depending on 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 understood the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible remarkable remarkable i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them also but now i’ll simply offer like a brief overview this is the person column as you men know we have our seven core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming 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 develop can be in a kind view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we utilize here is a concern one we called it priority however it’s basically a ranking column um we have a. Monday Com Chat Support

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file column and we have a tags column what i like 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 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 certain project i’m working on i can merely link them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i love the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not sure if you men 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 deadline mode is let me reverse this so i might reveal you guys get rid of deadline mode essentially what i want to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Monday Com Chat Support