Monday Com Demo 2022 – dream workflows

This article is focused on answering Monday Com Demo …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 usage cases for banner and landing page requests consider it more like creative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you guys that as well and finally i’m going to show you control panels um so let’s start in a minute i just wish to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin incredible fine let’s start and landing page request i’m assuming

 

you people i’m just gon na show um speak about the fundamentals truly rapidly but i make sure you men know 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 go over integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this in between customers 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 want but a cool method to get a quick before working on an imaginative request is utilizing the type so a kind generally takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll all right let me show you how to create a kind however essentially this form can be found in here and after that the group lead of the creative design team or any other group can designate a certain designer to deal with it so let me show you men how to add a kind and create 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 advise you people examine the view area since it’s just another way to show um all your items just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the type view and like i said it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t send the kind without filling this details in so you can truly just create any column with anything that you people need when an innovative request can be found in make it a type share the type sneak peek the show you men how a form looks like um the name of the request you desire you want to include a particular short with a particular i know each company has a particular 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 2nd let me click 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 specific file for example right now everything is in the planning ideas stage and i require the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest top priority i wish to send it and let me reveal you guys how it comes in on the board webinar request test so it’s always going to enter into the very first group which is very important to know and after that it can be called demands or ideas coming in and then i can simply go on 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 might 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 just to make certain 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 men are listening yay yes yes awesome awesome incredible i’m glad you men are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also now i’ll simply give like a quick summary this is the individual column as you men 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 item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can populate a number of columns on one board yes dell you are appropriate every column that you develop can be nearly every column you create can be in a type view and individuals 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 concern one we called it priority but it’s generally a score column um we have a. Monday Com Demo

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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 show 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 specific task i’m working on i can simply link them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i enjoy the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not exactly sure if you people know 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 undo this so i might show you men get rid of deadline mode generally what i wish to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Monday Com Demo