Monday Com Company 2022 – dream workflows

This article is focused on answering Monday Com Company …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 three particular on boards which are usage cases for banner and landing page requests think of it more like innovative requests from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i wish to show 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 guys that also and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just want to bring up the um thing that i wished 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 reveal um discuss the essentials actually rapidly however i’m sure 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 review 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 between customers or projects and it truly just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief prior to working on an imaginative request is using the type 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 desire the designer to create and i’ll fine let me reveal you how to develop a kind however basically this form is available in here and then the team lead of the imaginative design group or any other group can appoint a certain designer to deal with it so let me show you guys how to develop and include a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men check the view area since it’s just another method 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 particular things on your board so close the kind view and like i said it takes certain columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be given the type they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can truly just create any column with anything that you men require when an innovative demand can be found in make it a form share the kind sneak peek the program you men how a type appears like um the name of the request you desire you want to include a certain quick with a specific i understand each business has a particular 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 on the form 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 look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can add a specific declare example today whatever remains in the planning concepts stage and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest concern i wish to submit it and let me show you people how it comes in on the board webinar demand test so it’s always going to enter the first group which is essential to know and after that it can be called requests or concepts coming in and then i can simply go ahead take it and move it to a certain group that i believe it’s relevant for in this case it requires 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 describe your workflow just 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 simply compose yes so i can get feedback while you guys are listening yay yes yes remarkable awesome awesome i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them as well and now i’ll just give like a quick introduction this is the individual column as you guys know we have our seven core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one type can occupy numerous columns on one board yes dell you are correct every column that you create can be practically every column you create can be in a form 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 priority one we called it priority but it’s essentially a ranking column um we have actually a. Monday Com Company

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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 search facebook it’s going to do a cross board search let me reveal you people 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 certain task i’m dealing with i can just connect 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] okay um [Music] and yeah and i’m not sure if you men understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i could reveal you people eliminate 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 Company