Monday Com Integrations 2022 – dream workflows

This article is focused on answering Monday Com Integrations …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 reveal you 3 particular on boards which are usage cases for banner and landing page demands think of it more like imaginative demands from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that too and finally i’m going to reveal you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wished to show you men so i have it open and after that we’re going to begin incredible all right let’s begin and landing page request i’m presuming

 

you guys i’m just gon na show um discuss the basics really quickly however i make sure you men know that this is a board every one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between jobs or clients and it truly simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick prior to working on an innovative request is using the type so a type basically takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll okay let me show you how to develop a type but generally this form comes in here and then the group lead of the innovative style group or any other team can appoint a particular designer to work on it so let me reveal you guys how to develop and add a kind if anything is too fast 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 men inspect the view area because it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type view and like i said it takes specific columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be offered the form they can publish 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 details in so you can truly just produce any column with anything that you men require when an innovative request can be found in make it a form share the form preview the show you men how a type appears like um the name of the request you desire you wish to include a certain quick with a specific i understand each company has a specific structure that

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they utilize um when do you require it by the concern 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 website copy it send it to whoever let’s just 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 certain file for example right now whatever remains in the planning ideas phase and i need the creative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest concern i wish to send it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to come into the very first group which is essential to know and then it can be called demands or concepts being available in and then i can just go ahead take it and move it to a specific group that i believe 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 make sure you men 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 compose yes so i can get feedback while you guys are listening yay yes yes awesome remarkable amazing i’m glad you men are listening and understand everything terrific 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 and now i’ll just provide like a brief introduction this is the person column as you people know 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 also on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a form view and people can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a top priority one we named it priority but it’s essentially a ranking column um we have a. Monday Com Integrations

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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 search facebook it’s going to do a cross board search let me show you guys 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 particular project i’m dealing with i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i find that extremely cool and i love i like the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m unsure if you people know what this is however 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 show you people eliminate deadline mode essentially what i want to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Monday Com Integrations