Monday.Com For Account Management 2022 – dream workflows

This article is focused on answering Monday.Com For Account Management …I’m a customer success manager here at monday.com and we’re gon na have an innovative 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 think about it more like innovative demands from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that too and lastly i’m going to show you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to show you people so i have it open and then we’re going to start remarkable okay let’s start and landing page demand i’m assuming

 

you people i’m simply gon na show um speak about the essentials really quickly however i make sure you men know that this is a board every one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this in between clients or tasks and it truly just 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 quick prior to working on an innovative demand is using the kind so a type basically takes all your columns and makes it a link that other people can fill out 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 produce and i’ll fine let me reveal you how to produce a kind however essentially this kind is available in here and after that the group lead of the innovative style team or any other team can assign a certain designer to deal with it so let me reveal you guys how to add a kind and produce if anything is too fast 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 men examine the view area 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 way to see um certain things on your board so close the kind view and like i said it takes specific columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be given the form they can submit this file if you want to require it you can always do a checkbox and after that they can’t submit the kind without filling this info in so you can truly just produce any column with anything that you men require when an imaginative request is available in make it a form share the type sneak peek the show you guys how a form appears like um the name of the request you desire you wish to include a certain quick with a certain i know each business has a certain structure that

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they use um when do you require it by the concern 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 site copy it send it to whoever let’s simply make look i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can include a specific declare example today everything is in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in highest concern i wish to send it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is very important to know and after that it can be called demands or ideas coming in and then i can simply go on take it and move it to a specific group that i believe it’s relevant for in this case it needs 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 outline your workflow simply to make sure you people 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 compose yes so i can get feedback while you people are listening yay yes yes awesome incredible awesome i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too now i’ll simply provide like a brief overview this is the person column as you men understand we have our seven 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 item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can populate 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 kind view and individuals can fill it out and it is available 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 priority however it’s essentially a ranking column um we have a. Monday.Com For Account Management

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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 today it’s going to do a cross board search about every board i have on my um account and it’s going to search 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 job 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 discover that very cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not sure if you people know 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 might reveal you guys get rid of deadline mode basically what i want to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday.Com For Account Management