Monday Com Checklist Feature 2022 – dream workflows

This article is focused on answering Monday Com Checklist Feature …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page requests think about it more like imaginative requests from designers content so on etc 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 want to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that also and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you people so i have it open and then we’re going to begin amazing all right let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na show um talk about the essentials truly quickly however i make sure you people understand 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 go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this in between tasks or clients and it truly simply 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 dealing with a creative request is using the kind so a type basically takes all your columns and makes it a link that other people can complete 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 reveal you how to develop a form however generally this form is available in here and then the team lead of the imaginative design group or any other team can designate a specific designer to work on it so let me show you men how to produce and include a type if anything is too quick 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 recommend you men examine the view section since it’s simply another way to reveal um all your items just 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 form view and like i stated it takes certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be given the form they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can really just develop any column with anything that you people require when a creative request can be found in make it a form share the type preview the program you guys how a type appears like um the name of the request you want you wish to add a certain brief with a certain i know each company has a specific structure that

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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click on the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a specific file for example right now everything is in the planning concepts stage and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest concern i wish to send it and let me show you guys how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is necessary to understand and after that it can be called concepts or demands can be found in and then i can simply proceed take it and move it to a particular group that i believe 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 board or another group depending on how you outline 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 comprehended the type and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes amazing awesome awesome i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them as well today i’ll just give like a short summary this is the individual column as you people understand 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can populate numerous columns on one board yes dell you are proper every column that you produce can be almost every column you develop can be in a type view and people can fill it out and it is available in as an item on the board excellent so this is our column center what we use here is a concern one we named it concern but it’s essentially a ranking column um we have a. Monday Com Checklist Feature

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file column and we have a tags column what i enjoy about the tag column is if i click 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 browse 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 after that if i have a particular task i’m working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i enjoy the tech college let me just get out of here [Music] alright 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 people get rid of due date mode essentially what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Monday Com Checklist Feature