Monday Com How To Use 2022 – dream workflows

This article is focused on answering Monday Com How To Use …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 3 particular on boards which are usage cases for banner and landing page requests think of it more like innovative 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 review marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that too and last but not least i’m going to show you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wished to show you men so i have it open and after that we’re going to begin awesome all right let’s start and landing page demand i’m presuming

 

you guys i’m simply gon na show um speak about the essentials truly quickly 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 a product today we’re going to review 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 between clients or projects and it actually simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick before working on an imaginative demand is utilizing the kind so a type basically takes all your columns and makes it a link that other people 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 produce and i’ll alright let me show you how to create a form but basically this kind comes in here and then the group lead of the innovative style team or any other group can designate a specific designer to work on it so let me show you people how to develop and add a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people inspect the view section due to the fact that it’s simply another method to reveal um all your items 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 kind 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 individual that is going to be offered the type they can upload this file if you want to require it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can truly simply create any column with anything that you guys require when an innovative demand is available in make it a type share the kind sneak peek the show you people how a kind looks like um the name of the request you want you want to include a particular brief 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 priority and so on etc 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 just make look i’ll just reveal you men let’s fill it in and you can see um webinar request test i can include a particular declare example today whatever remains in the preparation concepts phase and i need the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest priority i want to submit it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to enter the first group which is essential to understand and then it can be called demands or ideas coming in and then i can just proceed take it and move it to a particular group that i think 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 board or another group depending on how you detail your workflow simply to make sure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes remarkable remarkable amazing i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them too now i’ll simply give like a short overview this is the person column as you people know 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 likewise as a view we’ll get to that um soon um dale you just ask assuming one kind can populate a number of columns on one board yes dell you are correct every column that you develop can be almost every column you produce can be in a kind 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 priority however it’s essentially a rating column um we have a. Monday Com How To Use

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file column and we have a tags column what i love 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 people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific job i’m dealing with i can just link them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i like the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m unsure if you men know what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i could reveal you people eliminate due date mode essentially what i wish to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Monday Com How To Use