Monday Com Founders 2022 – dream workflows

This article is focused on answering Monday Com Founders …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page requests think of it more like creative requests from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you people that also and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin incredible all right let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na reveal um speak about the essentials truly quickly but i’m sure you guys know that this is a board each one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this in between tasks or clients and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick prior to dealing with a creative demand 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 searching for the size of uh the banner that they desire the designer to develop and i’ll fine let me reveal you how to produce a kind however basically this form can be found in here and after that the group lead of the innovative design group or any other team can assign a particular designer to deal with it so let me show you people how to add a type and create if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you men examine the view area due to the fact that it’s just another way to show 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 particular things on your board so close the type view and like i said it takes particular columns not the individual column naturally but other columns that you can conceal 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 after that they can’t send the form without filling this information in so you can truly simply create any column with anything that you men require when an imaginative demand comes in make it a form share the kind sneak peek the program you men how a kind looks like um the name of the request you want you wish to include a specific brief with a specific i understand each company has a particular structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need 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 appearance i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can include a specific apply for example today whatever remains in the preparation concepts stage and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest top priority i wish to send 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 enter into the very first group which is very important to understand and then it can be called demands or ideas coming in and then i can just go ahead take it and move it to a particular 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 detail your workflow just to ensure you guys 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 write yes so i can get feedback while you guys are listening yay yes yes incredible incredible amazing i’m glad you people are listening and comprehend whatever great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them also and now i’ll simply give like a brief summary this is the person column as you guys 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 item itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can populate numerous columns on one board yes dell you are appropriate every column that you create can be nearly every column you create can be in a type view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a priority one we named it concern but it’s basically a rating column um we have actually a. Monday Com Founders

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file column and we have a tags column what i like about the tag column is if i click this right now 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 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 specific job i’m working on i can merely link them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m unsure if you people know what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i could reveal you people eliminate due date mode basically what i want to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday Com Founders