Monday Com Duplicate Board 2022 – dream workflows

This article is focused on answering Monday Com Duplicate Board …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 3 specific on boards which are usage cases for banner and landing page demands think about it more like imaginative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in e-mail 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 have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and lastly i’m going to reveal you dashboards um so let’s begin 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 begin amazing all right let’s begin and landing page demand i’m assuming

 

you men i’m simply gon na reveal um talk about the basics actually quickly however i’m sure you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to review combinations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this in between clients or jobs and it truly simply depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief before dealing with a creative request is utilizing the form so a kind essentially takes all your columns and makes it a link that other individuals can complete which they can submit 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 create and i’ll fine let me show you how to create a kind but basically this kind comes in here and then the group lead of the creative style group or any other group can designate a specific designer to work on it so let me show you people how to create and add a kind 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 examine the view section due to the fact that it’s just another way 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 specific things on your board so close the kind view and like i stated it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be provided the form they can upload this file if you want to require it you can always do a checkbox and then they can’t submit the type without filling this information in so you can actually just develop any column with anything that you men need when an imaginative demand can be found in make it a form share the form sneak peek the show you guys how a form appears like um the name of the demand you desire you wish to add a certain short with a particular i know each business has a specific structure that

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they use um when do you require it by the top priority and so on etc 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 site copy it send it to whoever let’s simply make look i’ll just show you men let’s fill it in and you can see um webinar demand test i can add a particular apply for example right now everything remains in the preparation concepts stage and i need the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest priority i wish to send it and let me show you guys how it is available in on the board webinar request test so it’s constantly going to enter the first group which is very important to understand and then it can be called requests or concepts coming in and after that i can just go ahead take it and move it to a certain group that i think it matters 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 board or another group depending upon how you outline 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 kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes amazing incredible remarkable i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them as well today i’ll simply offer like a quick summary this is the individual column as you men understand we have our seven 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 product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be nearly every column you develop can be in a type view and individuals 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 priority one we named it priority however it’s generally a ranking column um we have actually a. Monday Com Duplicate Board

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file column and we have a tags column what i love about the tag column is if i click 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 guys how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific project i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m not sure if you people know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i could show you men eliminate due date mode basically what i wish 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 Duplicate Board