Monday Com Crunchbase 2022 – dream workflows

This article is focused on answering Monday Com Crunchbase …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page requests consider it more like imaginative requests from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire 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 after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that also and finally i’m going to show you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wished to show you men so i have it open and after that we’re going to start awesome all right let’s begin and landing page request i’m assuming

 

you people i’m just gon na reveal um talk about the basics actually quickly but i make certain you people understand that this is a board each one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this between customers or tasks and it actually simply depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief prior to dealing with a creative request is using the form so a form generally 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 alright let me reveal you how to create a kind however essentially this type is available in here and then the team lead of the creative style group or any other team can appoint a specific designer to deal with it so let me show you guys how to develop and include a kind if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you people examine the view area because it’s simply another way to show um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i stated it takes certain columns not the person column of course however 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 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 a creative demand can be found in make it a type share the type preview the program you people how a form looks like um the name of the demand you desire you wish to add a particular short with a particular i know each company has a specific 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 website copy it send it to whoever let’s simply make look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a specific file for example today whatever is in the preparation ideas stage and i require the innovative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in highest priority i want to submit it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to enter the first group which is important to know and after that it can be called demands or concepts being available in and then i can just proceed take it and move it to a specific group that i believe it’s relevant for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you detail your workflow simply to make certain you guys 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 men are listening yay yes yes incredible incredible incredible i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them as well today i’ll simply offer like a brief summary this is the individual column as you people understand 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 assuming one form can occupy a number of columns on one board yes dell you are proper every column that you create can be nearly every column you develop can be in a kind view and people can fill it out and it can be found in as an item 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 generally a score column um we have a. Monday Com Crunchbase

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file column and we have a tags column what i enjoy about the tag column is if i click on 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 particularly i can see that it’s another board and after that if i have a specific task i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that super 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 guys understand what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i might show you people get rid of deadline mode basically what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Monday Com Crunchbase