Monday Com Harvest Integration 2022 – dream workflows

This article is focused on answering Monday Com Harvest Integration …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 reveal you 3 particular on boards which are usage cases for banner and landing page requests think of it more like creative requests 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 discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that also and finally i’m going to show you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to start awesome all right let’s begin and landing page request i’m presuming

 

you men i’m simply gon na reveal um speak about the essentials actually rapidly however i’m sure you men understand 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 go over integrations 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 clients or tasks and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a short prior to dealing with a creative request is using the type so a kind generally takes all your columns and makes it a link that other individuals 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 develop and i’ll okay let me show you how to create a kind but basically this kind is available in here and after that the group lead of the creative design team or any other team can appoint a specific designer to work on it so let me reveal you people how to include a type and create if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you men check the view area since it’s just another way to reveal um all your items just 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 form view and like i said it takes certain columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t submit the type without filling this info in so you can truly just develop any column with anything that you guys require when a creative demand can be found in make it a kind share the kind preview the program you men how a kind appears like um the name of the request you desire you wish to include a specific quick with a certain i know each business has a specific structure that

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they use um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click 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 add a particular apply for example today everything is in the preparation ideas stage and i require the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest priority i want to send it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to enter the very first group which is essential to understand and after that it can be called concepts or demands coming in and after that i can simply proceed take it and move it to a specific group that i think it matters for in this case it requires 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 detail your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes remarkable awesome awesome i’m glad you men are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them too today i’ll simply offer like a quick introduction this is the person column as you guys understand we have our 7 core columns here and then we have more intriguing 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 simply ask presuming one type can occupy a number of columns on one board yes dell you are correct every column that you produce can be nearly every column you create can be in a kind view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a concern one we called it top priority but it’s essentially a rating column um we have a. Monday Com Harvest Integration

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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 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 browse 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 particularly i can see that it’s another board and then if i have a specific task i’m working on i can simply connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not sure if you guys 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 undo this so i could show you people eliminate due date mode essentially what i wish 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 Harvest Integration