Monday Com Faq 2022 – dream workflows

This article is focused on answering Monday Com Faq …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 show you 3 particular on boards which are use cases for banner and landing page requests consider it more like innovative requests 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 want to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that too and last but not least i’m going to reveal 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 then we’re going to begin amazing alright let’s start and landing page request i’m presuming

 

you men i’m just gon na show um speak about the fundamentals really quickly but 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 enjoyable things so the way i divided my board here is in between months however you can do this in between projects or customers and it truly just depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief before working on an innovative demand is utilizing the kind so a kind generally takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll alright let me reveal you how to produce a form but basically this kind can be found in here and then the group lead of the imaginative design team or any other team can appoint a specific designer to work on it so let me reveal you guys how to create and add a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys check the view section due to the fact that it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i stated it takes particular columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t send the kind without filling this details in so you can truly just create any column with anything that you people require when an innovative request comes in make it a form share the kind preview the program you men how a type appears like um the name of the request you want you wish to add a certain short with a certain i know each company has a particular 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 2nd let me click on the kind 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 show you people let’s fill it in and you can see um webinar request test i can add a particular file for example right now everything remains in the planning ideas phase and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest 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 come into the very first group which is important to understand and after that it can be called ideas or demands coming in and after that i can simply proceed take it and move it to a specific 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 group or another board depending upon how you outline your workflow simply to ensure you guys 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 just compose yes so i can get feedback while you people are listening yay yes yes incredible incredible incredible 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 compose me in the chat and i’ll go over them too and now i’ll just offer like a short overview this is the person column as you men understand 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 likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one form can populate several 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 form view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a top priority one we called it priority however it’s generally a rating column um we have a. Monday Com Faq

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file column and we have a tags column what i enjoy about the tag column is if i click on 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 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 project i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m unsure if you guys understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could show you people get rid of deadline mode generally what i want to do i wish 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 Faq