Monday Com Folders 2022 – dream workflows

This article is focused on answering Monday Com Folders …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 three specific on boards which are usage cases for banner and landing page demands think about it more like innovative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email 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 guys that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply 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 start remarkable all right let’s start and landing page demand i’m assuming

 

you men i’m just gon na reveal um talk about the basics actually rapidly however i make sure you people know that this is a board each one of these are called a group and each row is called a product today we’re going to review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between jobs or clients and it really simply depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a short prior to working on a creative request is using the form so a kind basically 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 looking for the size of uh the banner that they want the designer to produce and i’ll fine let me show you how to create a form but basically this kind can be found in here and then the team lead of the creative design team or any other group can assign a particular designer to work on it so let me reveal you men how to include a type and produce 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 men examine the view area since it’s simply another method to show um all your products just 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 kind view and like i stated it takes specific columns not the individual column of course but other columns that you can hide 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 details in so you can truly just create any column with anything that you people need when an innovative request comes in make it a type share the form preview the show you people how a type looks like um the name of the demand you want you wish to include a certain brief with a specific i understand each company has a certain 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 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 reveal you guys let’s fill it in and you can see um webinar request test i can add a specific declare example right now whatever is in the planning ideas stage and i require the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest concern i want to submit it and let me reveal you guys how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is necessary to understand and then it can be called requests or ideas can be found in and then i can just 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 board or another group depending upon how you describe your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes amazing awesome amazing i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them too today i’ll just offer like a brief summary this is the person column as you guys 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 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 correct every column that you produce can be almost every column you create can be in a form view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a priority one we called it top priority however it’s basically a score column um we have a. Monday Com Folders

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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 show you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain task i’m working on i can merely link them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i like the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys understand what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i might reveal you men remove due date mode essentially what i want to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Monday Com Folders