Monday Com Excel Template 2022 – dream workflows

This article is focused on answering Monday Com Excel Template …I’m a customer success manager 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 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 campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that also and last but not least i’m going to show you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start remarkable fine let’s start and landing page request i’m presuming

 

you people i’m simply gon na reveal um discuss the fundamentals truly rapidly however i make certain you guys know 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 stuff so the way i divided my board here is between months however you can do this in between clients or projects and it actually simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a short before working on an innovative demand is utilizing the form so a kind essentially takes all your columns and makes it a link that other people can submit 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 produce and i’ll all right let me reveal you how to produce a type however essentially this form can be found in here and then the group lead of the creative design team or any other team can designate a particular designer to work on it so let me show you men how to add a form and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys examine the view area because it’s just another way to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type view and like i stated it takes certain columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can upload this file if you wish to require it you can always do a checkbox and then they can’t send the kind without filling this info in so you can truly simply create any column with anything that you men require when an imaginative demand can be found in make it a kind share the kind preview the show you men how a form looks like um the name of the demand you desire you wish to include a certain quick with a specific i understand each business has a certain structure that

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they use 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 website copy it send it to whoever let’s simply make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a specific file for example right now everything is in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest top priority i want to submit it and let me show you men how it can be found in on the board webinar request test so it’s constantly going to enter into the first group which is essential to know and then it can be called concepts or demands can be found in and after that i can simply go on take it and move it to a particular group that i think 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 on how you describe your workflow just to ensure you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes incredible awesome awesome i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply compose 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 men know 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 also as a view we’ll get to that um soon um dale you just ask assuming one type can occupy a number of columns on one board yes dell you are correct every column that you develop can be practically every column you create can be in a form view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we utilize here is a priority one we called it concern however it’s essentially a rating column um we have actually a. Monday Com Excel Template

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file column and we have a tags column what i love about the tag column is if i click this today 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 men 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 specific project i’m working on i can simply link them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i love the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys 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 reverse this so i could reveal you guys eliminate deadline mode basically what i wish to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Excel Template