Monday Com Equivalent 2022 – dream workflows

This article is focused on answering Monday Com Equivalent …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 show you 3 specific on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you men that as well and last but not least i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start amazing fine let’s begin and landing page demand i’m assuming

 

you people i’m simply gon na reveal um speak about the fundamentals truly quickly but i make sure you guys understand that this is a board every one of these are called a group and each row is called an item today we’re going to go over integrations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this in between tasks or customers and it actually just depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a brief prior to dealing with an innovative demand is using the type so a type basically 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 searching for the size of uh the banner that they want the designer to create and i’ll okay let me reveal you how to develop a form but generally this type can be found in here and after that the team lead of the creative style team or any other team can assign a particular designer to work on it so let me reveal you guys how to develop and add a type if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men check 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 desire a file view another way to see um certain things on your board so close the kind view and like i stated it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can publish this file if you wish to need it you can constantly do a checkbox and then they can’t submit the kind without filling this details in so you can actually just create any column with anything that you men need when an innovative request can be found in make it a form share the kind preview the program you men how a type looks like um the name of the demand you want you wish to add a particular brief with a particular i understand each business has a particular structure that

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they use um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click on 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 just make appearance i’ll just show you men let’s fill it in and you can see um webinar request test i can add a particular file for example right now whatever is in the planning ideas phase and i need the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest priority i want to send it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to enter into the first group which is very important to know and after that it can be called demands or concepts being available 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 may 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 just to make certain you men 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 simply compose yes so i can get feedback while you men are listening yay yes yes remarkable awesome amazing i’m glad you guys are listening and understand whatever great um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them also and now i’ll simply offer like a quick summary this is the person column as you guys know we have our seven core columns here and after that we have more intriguing 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 soon um dale you just ask presuming one type can populate numerous columns on one board yes dell you are proper every column that you create can be practically every column you produce can be in a type view and people 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 utilize here is a top priority one we called it top priority but it’s essentially a score column um we have actually a. Monday Com Equivalent

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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 reveal you guys 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 certain task i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m uncertain if you men know what this is however 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 people remove due date mode basically what i wish to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Monday Com Equivalent