Monday.Com For Dummies 2022 – dream workflows

This article is focused on answering Monday.Com For Dummies …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page requests consider it more like creative demands from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that also and lastly i’m going to reveal you dashboards um so let’s start 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 awesome alright let’s begin and landing page request i’m presuming

 

you guys i’m just gon na reveal um discuss the basics actually rapidly 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 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 between months but you can do this between clients or jobs and it actually just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a quick before working on an imaginative request is using the type so a type generally 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 trying to find the size of uh the banner that they want the designer to develop and i’ll alright let me reveal you how to produce a type but basically this kind comes in here and then the group lead of the innovative design group or any other team can assign a specific designer to deal with it so let me show you people how to create and add a kind 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 include view i recommend you men check the view section since it’s just another method to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the form view and like i stated it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the individual that is going to be given the kind they can submit this file if you want to need it you can always do a checkbox and after that they can’t submit the form without filling this information in so you can actually just create any column with anything that you guys require when an imaginative demand is available in make it a type share the form preview the show you guys how a form looks like um the name of the demand you desire you want to include a specific short with a certain i understand each business has a particular structure that

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they use um when do you require it by the concern 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 website copy it send it to whoever let’s simply make appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a certain declare example right now whatever remains in the preparation concepts 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 remains in greatest concern i wish to send it and let me show you men how it comes in on the board webinar request test so it’s constantly going to come into the first group which is important to understand and then it can be called demands or ideas can be found in and then i can just go ahead take it and move it to a certain group that i believe 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 board or another group depending on how you outline 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 comprehended the kind and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes incredible remarkable remarkable i’m glad you people are listening and understand everything terrific 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 as well and now i’ll just give like a quick introduction this is the individual column as you men 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 product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are appropriate every column that you create can be practically every column you create can be in a form view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we called it priority however it’s generally a rating column um we have a. Monday.Com For Dummies

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Monday.Com For Dummies