Monday Com Ideas 2022 – dream workflows

This article is focused on answering Monday Com Ideas …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page demands consider it more like creative requests from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that 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 also and last but not least i’m going to show you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you people so i have it open and then we’re going to start amazing fine let’s start and landing page request i’m assuming

 

you men i’m just gon na reveal um discuss the fundamentals really quickly however i make certain you guys know 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 review integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this between clients or jobs and it actually simply depends on 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 brief prior to working on a creative demand is using the type so a type basically takes all your columns and makes it a link that other individuals can complete which they can upload 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 all right let me reveal you how to produce a type however basically this form can be found in here and after that the group lead of the imaginative style team or any other group can appoint a certain designer to work on it so let me reveal you men how to create and add a form if anything is too quick 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 guys check the view section since it’s simply another method to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i said it takes particular columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be offered the kind they can upload this file if you want to need it you can constantly 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 need when an imaginative request is available in make it a form share the type preview the show you men how a type appears like um the name of the request you want you want to include a particular short with a certain i know each company has a specific 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 second let me click on the kind 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 appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a specific file for example today everything is in the planning concepts phase and i need the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest priority i want to submit it and let me show you guys 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 important to understand and after that it can be called ideas or requests can be found in and then i can just proceed take it and move it to a specific group that i think 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 group or another board depending upon how you outline your workflow just to make certain you people 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 just compose yes so i can get feedback while you guys are listening yay yes yes awesome remarkable incredible i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them too now i’ll simply offer like a short overview this is the person column as you men know we have our seven core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy several columns on one board yes dell you are appropriate every column that you produce can be nearly every column you create can be in a form view and individuals can fill it out and it comes in as a product on the board great so this is our column center what we use here is a concern one we named it priority but it’s generally a score column um we have actually a. Monday Com Ideas

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Monday Com Ideas