Monday Com Chat 2022 – dream workflows

This article is focused on answering Monday Com Chat …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 specific on boards which are use cases for banner and landing page demands consider it more like imaginative requests from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that too and lastly i’m going to reveal you dashboards um so let’s start 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 remarkable okay let’s start and landing page request i’m presuming

 

you men i’m just gon na show um discuss the basics truly rapidly however i’m sure you men 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 review combinations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this between projects or customers and it truly just depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief before working on an imaginative request is utilizing the type so a form essentially takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll okay let me show you how to create a type however essentially this form comes in here and after that the team lead of the innovative style team or any other team can assign a certain designer to work on it so let me reveal you guys how to include a form and create if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men examine the view section due to the fact that it’s simply another way to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the form view and like i said it takes certain columns not the person column obviously but 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 wish to need it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can truly simply create any column with anything that you people require when a creative demand comes in make it a form share the type sneak peek the show you guys how a form looks like um the name of the request you want you want to add a particular quick with a particular i know each business has a particular structure that

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they utilize 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 website copy it send it to whoever let’s simply make look i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a particular apply for example right now everything remains in the preparation concepts phase and i need the imaginative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest top priority i wish to send it and let me show you men how it is available in on the board webinar request test so it’s always going to enter into the first group which is important to understand and after that it can be called concepts or demands being available in and after that i can simply go ahead take it and move it to a specific group that i believe it matters 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 board or another group depending upon how you outline your workflow simply to ensure you people 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 just compose yes so i can get feedback while you guys are listening yay yes yes incredible incredible remarkable i’m glad you men are listening and understand whatever great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them too now i’ll simply provide like a brief overview this is the individual column as you guys 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy several columns on one board yes dell you are appropriate every column that you create can be nearly every column you produce can be in a form view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a concern one we named it top priority but it’s basically a rating column um we have a. Monday Com Chat

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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 right now 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 men 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 working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i find that extremely cool and i love i love the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you people know what this is however 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 reverse this so i might 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 Chat