Monday.Com For Agile 2022 – dream workflows

This article is focused on answering Monday.Com For Agile …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 think of it more like imaginative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want 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 want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that as well and lastly i’m going to reveal you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you people so i have it open and after that we’re going to begin awesome okay let’s begin and landing page demand i’m presuming

 

you guys i’m simply gon na show um talk about the essentials actually quickly but i make sure you men understand that this is a board each one of these are called each row and a group is called an item today we’re going to go over combinations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this between projects or clients and it truly 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 before dealing with an imaginative request is utilizing the type so a form basically takes all your columns and makes it a link that other individuals can fill out which they can publish 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 create a kind however essentially this kind is available in here and after that the team lead of the imaginative style team or any other team can appoint a certain designer to work on it so let me reveal you men how to include a kind and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you guys examine the view section due to the fact that it’s simply another way to show um all your products simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the form view and like i said it takes specific columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the kind they can submit 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 info in so you can actually just develop any column with anything that you men need when an innovative demand can be found in make it a kind share the kind sneak peek the show you guys how a kind looks like um the name of the request you desire you wish to include a certain quick with a particular i know each company has a certain structure that

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they utilize um when do you need it by the priority and so on etc um you can take this link after put one second 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 appearance i’ll simply show you men let’s fill it in and you can see um webinar request test i can include a particular apply for example right now whatever is in the preparation concepts stage and i require the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in highest top priority i want to submit it and let me show you men how it comes in on the board webinar demand test so it’s always going to enter the very first group which is important to know and then it can be called requests or concepts can be found in and then i can just go on take it and move it to a certain group that i believe it’s relevant for in this case it needs 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 on how you detail your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes incredible incredible incredible i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them too now i’ll just give like a quick introduction this is the individual column as you people know we have our 7 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 item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy several columns on one board yes dell you are proper every column that you create can be almost every column you develop can be in a type view and people can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a top priority one we named it top priority however it’s generally a score column um we have a. Monday.Com For Agile

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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 search facebook it’s going to do a cross board search let me show you people 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 particular task i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not sure if you people 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 due date mode is let me reverse this so i might reveal you men remove due date mode basically what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Monday.Com For Agile