Monday Com Customers 2022 – dream workflows

This article is focused on answering Monday Com Customers …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 consider it more like imaginative requests from designers content so on and so forth copywriters um a social networks 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 email marketing um integrity that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you people that also and lastly i’m going to show you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to begin incredible fine let’s start and landing page request i’m assuming

 

you guys i’m just gon na show um discuss the essentials truly quickly however i make sure you men 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 combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this in between customers or jobs and it actually simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short prior to dealing with an imaginative request is utilizing 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 trying to find the size of uh the banner that they want the designer to develop and i’ll fine let me show you how to produce a kind however generally this kind is available in here and then the group lead of the innovative style team or any other team can designate a specific designer to deal with it so let me reveal you men how to include a type and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you men examine the view area due to the fact that it’s just 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 method to see um certain things on your board so close the type view and like i stated it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be provided the type they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can actually just create any column with anything that you guys require when a creative request is available in make it a kind share the type sneak peek the show you people how a kind looks like um the name of the request you want you wish to include a specific quick with a certain i know 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 top priority and so on and so forth um you can take this link after put one 2nd 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 guys let’s fill it in and you can see um webinar request test i can add a certain apply for example right now everything is 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 need it by may 23rd and it’s in greatest top priority i want to submit it and let me reveal you guys how it comes in on the board webinar demand test so it’s constantly going to enter the very first group which is important to know and then it can be called requests or concepts coming in and then 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 group or another board depending upon how you detail your workflow just to make certain you guys are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes remarkable remarkable 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 just compose me in the chat and i’ll go over them also and now i’ll just give like a quick summary this is the person column as you guys know we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one type can populate several columns on one board yes dell you are right every column that you produce can be almost every column you create can be in a kind 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 priority one we called it concern but it’s essentially a rating column um we have a. Monday Com Customers

monday.com, job management, tool, software application, prices, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

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 people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain project i’m working on i can just link them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i like the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m uncertain if you people know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i could reveal you men get rid of deadline mode essentially what i want to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. Monday Com Customers

Monday.Com Customers 2022 – dream workflows

This article is focused on answering Monday.Com Customers …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 3 particular on boards which are use cases for banner and landing page requests think about it more like imaginative demands from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that too and finally i’m going to show you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you people so i have it open and then we’re going to start amazing alright let’s begin and landing page request i’m presuming

 

you people i’m simply gon na show um talk about the basics actually quickly however i make sure you men 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 in between months however you can do this in between clients or tasks and it really just 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 quick before working on an imaginative request is utilizing the type so a type basically takes all your columns and makes it a link that other individuals can submit which they can publish 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 all right let me show you how to produce a kind however generally this type is available in here and then the team lead of the innovative style team or any other group can assign a specific designer to work on it so let me show you men how to create and include a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people check the view section because it’s just another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the form view and like i stated it takes specific columns not the individual column obviously however other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can submit this file if you wish to require it you can always do a checkbox and then they can’t submit the type without filling this details in so you can actually simply create any column with anything that you men require when a creative request is available in make it a form share the type preview the show you people how a form looks like um the name of the request you want you wish to add a particular quick with a specific i know each company has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the top priority and so on etc um you can take this link after put one 2nd 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 just make look i’ll just show you people let’s fill it in and you can see um webinar request test i can include a particular file for example today everything remains in the planning ideas stage and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest top priority i wish to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s always going to enter into the first group which is important to understand and then it can be called requests or concepts coming in and after that i can just proceed take it and move it to a certain group that i think it’s relevant 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 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 type and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes awesome incredible amazing i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them too but now i’ll just provide like a quick summary this is the person column as you people understand we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are appropriate every column that you create can be nearly every column you create can be in a kind view and individuals can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a top priority one we named it priority however it’s basically a score column um we have actually a. Monday.Com Customers

monday.com, project management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software, 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 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 search 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 then if i have a certain project i’m dealing with i can merely connect 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 enjoy the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m uncertain if you people understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i might show you guys eliminate deadline mode basically 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 Customers