Monday Com Desktop App 2022 – dream workflows

This article is focused on answering Monday Com Desktop App …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 think about it more like innovative requests from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a slip a preview 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 as well and lastly 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 reveal you people so i have it open and after that we’re going to begin remarkable alright let’s start and landing page demand i’m presuming

 

you people i’m simply gon na reveal um discuss the fundamentals truly rapidly but i’m sure you guys understand that this is a board each one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this between clients or tasks and it really simply depends upon 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 before working on an innovative demand is using the form so a form essentially takes all your columns and makes it a link that other individuals 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 desire the designer to create and i’ll okay let me reveal you how to produce a type but basically this type can be found in here and after that the group lead of the innovative design group or any other team can assign a specific designer to deal with it so let me show you guys how to create and add a type 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 guys inspect the view area because it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i stated it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the person that is going to be provided the kind they can upload this file if you want to require it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can truly simply create any column with anything that you people need when an imaginative demand comes in make it a form share the type sneak peek the program you men how a type looks like um the name of the request you want you want to include a particular quick with a certain i know each business has a particular structure that

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they use um when do you need it by the concern and so on and so forth 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 just make look i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a specific declare example right now whatever remains in the planning ideas phase and i need 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 want to send it and let me show you guys how it can be found in on the board webinar demand test so it’s constantly going to enter the first group which is essential to know and after that it can be called requests or concepts coming in and then i can just proceed take it and move it to a specific 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 detail your workflow just to make certain you people 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 write yes so i can get feedback while you men are listening yay yes yes remarkable awesome remarkable i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them too today i’ll simply offer like a short introduction this is the person column as you people know 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 product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy 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 kind view and people can fill it out and it comes 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 basically a ranking column um we have actually a. Monday Com Desktop App

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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 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 people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular job i’m dealing with i can merely link them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i enjoy the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not exactly sure 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 due date mode is let me undo this so i could reveal you men remove deadline mode essentially what i wish to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Monday Com Desktop App