Monday Com Customer Service 2022 – dream workflows

This article is focused on answering Monday Com Customer Service …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 creative demands from designers content 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 reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability 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 begin in a minute i just wish to pull up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to start amazing all right let’s start and landing page request i’m presuming

 

you guys i’m just gon na reveal um talk about the fundamentals truly quickly but i make certain you guys know that this is a board each one of these are called each row and a group is called a product today we’re going to go over combinations automations views and a lot more fun things so the method i divided my board here is between months however you can do this in between projects or customers and it really just depends on 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 quick prior to dealing with a creative demand is using the type so a type basically takes all your columns and makes it a link that other individuals 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 create and i’ll all right let me show you how to create a type however basically this type can be found in here and after that the group lead of the innovative design team or any other group can assign a particular designer to work on it so let me reveal you people how to produce and add a type if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys inspect the view area due to the fact that it’s simply another way to show um all your products just see things on a calendar or in a chart or you want a file view another method 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 obviously however other columns that you can conceal or make um viewable for the person that is going to be given the form they can submit this file if you want to require it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can truly simply create any column with anything that you people need when a creative demand is available in make it a form share the type sneak peek the show you people how a kind appears like um the name of the demand you desire you wish to include a particular brief with a particular i understand each company has a specific structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click on the kind 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 appearance i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can add a particular file for example today whatever is in the preparation ideas phase and i need the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest concern i want to send it and let me reveal you guys how it is available in on the board webinar demand test so it’s constantly going to enter into the first group which is very important to know and then it can be called ideas or demands can be found in and after that 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 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 describe your workflow just to make sure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes amazing amazing amazing i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not acquainted 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 person column as you guys know we have our 7 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can populate a number of columns on one board yes dell you are appropriate every column that you produce can be practically every column you produce can be in a type view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a priority one we named it concern but it’s essentially a ranking column um we have actually a. Monday Com Customer Service

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file column and we have a tags column what i love about the tag column is if i click on 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 guys 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 project i’m working on i can merely link them with tags and after that 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 simply leave here [Music] fine um [Music] and yeah and i’m not sure if you people 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 deadline mode is let me reverse this so i could show you men eliminate deadline mode essentially what i want to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday Com Customer Service