Monday Com Document Management 2022 – dream workflows

This article is focused on answering Monday Com Document Management …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 reveal you 3 particular on boards which are usage cases for banner and landing page requests think about it more like creative demands from designers material 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 campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you guys that too and finally i’m going to show you control panels um so let’s start in a minute i just wish 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 fine let’s start and landing page demand i’m presuming

 

you men i’m just gon na show um discuss the basics truly quickly but i make sure you guys 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 discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this between tasks or clients and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a short before working on a creative demand 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 desire the designer to develop and i’ll fine let me show you how to develop a type however generally this form can be found in here and after that the group lead of the imaginative style team or any other group can appoint a certain designer to deal with it so let me reveal you guys how to develop and add a form 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 include view i advise you guys check the view area due to the fact that it’s just another method to reveal 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 particular things on your board so close the type view and like i said it takes certain columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be given the form they can submit this file if you want to need it you can always do a checkbox and after that they can’t send the kind without filling this details in so you can truly just produce any column with anything that you men require when a creative request can be found in make it a type share the kind preview the program you men how a kind looks like um the name of the request you desire you wish to include a certain short with a certain i know each company has a specific structure that

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they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one 2nd let me click the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply 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 specific declare example right now everything is in the planning ideas stage and i need the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest top priority i want to send it and let me reveal you guys how it is available in on the board webinar request test so it’s always going to enter into the first group which is very important to know and then it can be called requests or concepts being available in and after that i can simply proceed take it and move it to a certain group that i think 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 board or another group depending upon how you detail your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes incredible awesome remarkable i’m glad you people are listening and comprehend whatever terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them also today i’ll just give like a short summary this is the person column as you people understand we have our 7 core columns here and then 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy several columns on one board yes dell you are right every column that you develop can be practically every column you create can be in a form view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we utilize here is a priority one we named it concern but it’s generally a rating column um we have actually a. Monday Com Document Management

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Monday Com Document Management