Monday.Com Customer Support 2022 – dream workflows

This article is focused on answering Monday.Com Customer Support …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 reveal you three specific on boards which are use cases for banner and landing page demands consider it more like imaginative demands from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in two 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 show you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wished to reveal you men so i have it open and then we’re going to start remarkable alright let’s begin and landing page request i’m assuming

 

you men i’m simply gon na show um talk about the basics really quickly but i make certain you men know that this is a board every one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between clients or projects and it really just depends upon your workflow and the method 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 an imaginative demand is using the type so a kind essentially takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to develop a kind however generally this form is available in here and then the group lead of the creative design team or any other group can assign a certain designer to deal with it so let me reveal you people how to include a form and develop if anything is too quick or something is unclear please write 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 because it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the type 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 publish this file if you want to require it you can always do a checkbox and after that they can’t send the type without filling this details in so you can really simply create any column with anything that you guys need when an imaginative request comes in make it a form share the form sneak peek the program you guys how a form looks like um the name of the request you want you wish to include a particular short with a specific i understand each business has a certain structure that

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they use um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click on the type 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 people let’s fill it in and you can see um webinar request test i can add a particular apply for example today everything remains in the planning ideas stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest top priority i wish to submit it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is important to know and after that it can be called requests or concepts can be found in and then i can just go ahead 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 may so i’m going to keep it in this group i can move it to another board or another group depending upon how you describe your workflow simply to make sure you guys are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes amazing incredible amazing i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them as well today i’ll just offer like a short introduction this is the person column as you men understand we have our 7 core columns here and after that 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 soon um dale you just ask presuming one kind can occupy several columns on one board yes dell you are correct every column that you produce can be almost every column you produce 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 use here is a top priority one we called it top priority however it’s basically a ranking column um we have a. Monday.Com Customer Support

monday.com, task management, tool, software application, prices, asana, apps, trello, kanban, microsoft, automations, service, crm, user, project management software, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

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 specifically i can see that it’s another board and after that if i have a specific job i’m dealing with i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m uncertain if you people understand what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i could reveal you people get rid of deadline mode basically what i wish to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Monday.Com Customer Support

Monday Com Customer Support 2022 – dream workflows

This article is focused on answering Monday Com Customer Support …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page requests think about it more like innovative requests from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that also and lastly i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you men so i have it open and after that we’re going to start incredible okay let’s begin and landing page demand i’m assuming

 

you men i’m simply gon na reveal um speak about the essentials really quickly but i make sure you people know that this is a board every 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 enjoyable stuff so the method i divided my board here is between months but you can do this in between tasks or clients and it truly just depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief before dealing with an imaginative demand is utilizing the type so a form generally takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll alright let me show you how to develop a kind but generally this type comes in here and then the group lead of the imaginative design group or any other group can appoint a certain designer to deal with it so let me reveal you men how to add a type and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you people check the view area since it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the type view and like i said it takes specific columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the form they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can actually just develop any column with anything that you guys need when an innovative request comes in make it a form share the kind preview the program you men how a kind appears like um the name of the demand you desire you wish to add a certain brief with a certain i know each business has a particular structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you require it by the priority and so on etc um you can take this link after put one second let me click on the kind 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 guys let’s fill it in and you can see um webinar request test i can add a particular apply for example today whatever remains in the preparation concepts stage and i require the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest priority i want to submit it and let me show you people how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is essential to know and then it can be called demands or concepts being available in and then i can just go ahead 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 outline your workflow simply to ensure you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes awesome awesome incredible i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them also today i’ll simply offer like a short summary this is the person column as you guys understand we have our 7 core columns here and then 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 product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can populate a number of columns on one board yes dell you are appropriate every column that you produce can be nearly every column you create can be in a type view and individuals can fill it out and it comes in as a product on the board terrific so this is our column center what we utilize here is a concern one we named it concern but it’s generally a ranking column um we have actually a. Monday Com Customer Support

monday.com, task management, tool, software application, rates, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, project management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.

file column and we have a tags column what i like 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 project i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i love the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not sure if you men understand what this is however 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 guys remove deadline mode basically what i want 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 Customer Support