Monday Com Integration 2022 – dream workflows

This article is focused on answering Monday Com 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 three particular on boards which are usage cases for banner and landing page demands think of it more like creative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project 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 reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to start awesome okay let’s begin and landing page request i’m assuming

 

you guys i’m just gon na reveal um talk about the essentials actually quickly but i make certain you people understand 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 go over integrations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between projects or customers and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a short before dealing with a creative request is utilizing the kind so a form basically 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 trying to find the size of uh the banner that they want the designer to create and i’ll okay let me show you how to create a form however generally this type is available in here and after that the group lead of the creative design group or any other team can designate a certain designer to deal with it so let me reveal you guys how to develop and add a type if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you men check the view section since it’s just another way 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 particular things on your board so close the type view and like i said it takes specific columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can truly just produce any column with anything that you people need when an innovative request comes in make it a kind share the type preview the program you guys how a type appears like um the name of the request you want you wish to include a specific quick with a certain i understand each company has a particular structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you require it by the top priority 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 just make look i’ll just show you men let’s fill it in and you can see um webinar demand test i can add a certain apply for example right now everything remains in the preparation concepts stage and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in highest priority i wish to send it and let me reveal you men how it can be found in on the board webinar request test so it’s constantly going to come into the first group which is necessary to understand and after that it can be called requests or ideas being available in and then i can just go on 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 group or another board depending on how you detail your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes awesome incredible remarkable i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them as well but now i’ll simply give like a short introduction this is the person column as you guys understand we have our 7 core columns here and after that we have more interesting 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 assuming one type can occupy numerous columns on one board yes dell you are correct every column that you produce can be almost every column you develop can be in a form view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we use here is a concern one we named it concern but it’s essentially a rating column um we have a. Monday Com Integration

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file column and we have a tags column what i love 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 browse facebook it’s going to do a cross board search let me reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific project i’m dealing with i can just link them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i love the tech college let me simply leave here [Music] fine 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 linked them together and did due date mode is let me reverse this so i could show you guys get rid of deadline mode essentially what i want to do i wish to set as due date i wish to take the status column but i might take any status column i have for example the. Monday Com Integration