Monday Com Enterprise 2022 – dream workflows

This article is focused on answering Monday Com Enterprise …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page requests consider it more like imaginative demands from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that also and finally i’m going to show you control panels 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 begin remarkable all right let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na show um talk about the basics really quickly however i make sure you people know that this is a board each one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between projects or customers and it truly just 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 prior to dealing with an innovative request is utilizing the form so a type generally takes all your columns and makes it a link that other people 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 desire the designer to produce and i’ll all right let me reveal you how to produce a type however essentially this kind is available in here and then the team lead of the imaginative style team or any other team can designate a specific designer to work on it so let me reveal you men how to include a form and produce 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 add view i advise you people examine the view section because it’s simply another way to show um all your products 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 form view and like i said it takes certain columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can actually simply develop any column with anything that you guys require when an imaginative request is available in make it a kind share the form preview the program you people how a type looks like um the name of the request you want you want to add a specific short with a particular i understand each company has a specific structure that

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they use um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click the type 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 appearance i’ll simply show you men let’s fill it in and you can see um webinar demand test i can include a certain declare example right now everything remains in the planning concepts stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i wish to send it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to come into the very first group which is necessary to understand and after that it can be called concepts or demands being available in and after that i can simply go ahead take it and move it to a specific group that i believe it matters 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 group or another board depending upon how you detail your workflow simply 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 write yes so i can get feedback while you men are listening yay yes yes awesome remarkable awesome i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them as well now i’ll just give like a brief introduction this is the individual column as you people know we have our 7 core columns here and then we have more fascinating 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 assuming one kind can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be practically every column you develop 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 top priority one we called it priority however it’s basically a score column um we have actually a. Monday Com Enterprise

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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 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 after that if i have a specific task i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i enjoy the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m unsure if you men understand 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 reverse this so i could show you men remove due date mode essentially what i want to do i wish 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 Enterprise