Monday Com Connect Boards 2022 – dream workflows

This article is focused on answering Monday Com Connect Boards …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page requests think of it more like imaginative requests from designers material so on etc copywriters um a social networks planning and design 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 email marketing um stability that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that as well and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you men so i have it open and after that we’re going to begin amazing alright let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na show um speak about the essentials actually rapidly however i’m sure you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between customers or tasks and it truly simply 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 prior to dealing with an imaginative request is utilizing the type so a type generally takes all your columns and makes it a link that other people 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 want the designer to create and i’ll okay let me reveal you how to produce a kind but basically this form comes in here and after that the group lead of the imaginative design group or any other team can assign a specific designer to deal with it so let me show you men how to develop and include a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people check the view area due to the fact that it’s just another method to show 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 certain things on your board so close the kind view and like i said it takes specific columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the form they can publish this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can really just produce any column with anything that you guys need when an imaginative request can be found in make it a form share the form preview the program you people how a form looks like um the name of the demand you want you want to include a specific quick with a specific i understand each company has a specific structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the 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 demand test i can include a particular file for example today everything remains in the planning concepts stage and i require the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest concern i wish to submit it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is necessary to understand and after that it can be called concepts or requests being available in and after that i can simply proceed take it and move it to a certain group that i believe it matters 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 group or another board depending upon how you outline your workflow simply to make certain 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 write yes so i can get feedback while you guys are listening yay yes yes remarkable incredible remarkable i’m glad you guys are listening and understand everything great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them too today i’ll simply provide like a short overview this is the individual column as you guys 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can populate several columns on one board yes dell you are appropriate every column that you develop can be practically every column you produce can be in a type view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a priority one we called it concern however it’s essentially a ranking column um we have a. Monday Com Connect Boards

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Monday Com Connect Boards