Monday Com Consultant 2022 – dream workflows

This article is focused on answering Monday Com Consultant …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 show you 3 specific on boards which are use cases for banner and landing page demands think of it more like imaginative demands from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that also and finally 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 wanted to reveal you guys so i have it open and then we’re going to begin amazing all right let’s start and landing page demand i’m presuming

 

you guys i’m just gon na reveal um discuss the fundamentals actually quickly however i make sure you men 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 discuss combinations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between clients or tasks and it actually simply depends on your workflow and the way we did it here to you can do it any way you want but a cool way to get a quick before dealing with an innovative demand is utilizing the kind so a form basically takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll okay let me show you how to develop a kind but basically this type can be found in here and after that the group lead of the creative design group or any other group can appoint a specific designer to deal with it so let me show you guys how to add a form and create 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 add view i recommend you people check the view area because it’s simply another method to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the form view and like i stated it takes specific columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be offered the type they can upload this file if you want to require it you can always do a checkbox and then they can’t submit the form without filling this details in so you can actually just create any column with anything that you people require when a creative demand comes in make it a kind share the form preview the show you men how a type appears like um the name of the demand you want you want to include a particular brief with a certain i understand each business has a certain 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 on the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a particular file for example right now everything remains in the planning concepts stage and i require 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 highest top priority i want to submit it and let me show you men how it comes in on the board webinar request test so it’s always going to come into the first group which is necessary to know and then it can be called demands or ideas coming in and after that i can simply go on take it and move it to a particular group that i believe it matters for in this case it needs to be done by might 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 just to make sure you people 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 simply write yes so i can get feedback while you people are listening yay yes yes awesome amazing incredible i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them also now i’ll simply provide like a short overview this is the individual column as you people know we have our 7 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 also as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy numerous columns on one board yes dell you are proper every column that you create can be almost every column you create can be in a form view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a top priority one we called it concern but it’s generally a score column um we have a. Monday Com Consultant

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