Monday.Com Is It Good 2022 – dream workflows

This article is focused on answering Monday.Com Is It Good …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wanted 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 men i’m simply gon na reveal um speak about the basics actually quickly but i make certain you guys understand that this is a board each one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this between clients or projects and it truly simply depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a short prior to working on a creative request is utilizing the form so a form basically takes all your columns and makes it a link that other people can submit 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 reveal you how to produce a type but essentially this form can be found in here and after that the team lead of the innovative style team or any other team can designate a specific designer to deal with it so let me show you men 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 attempt clarify so i can go here add view i suggest you guys examine 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 desire a file view another way to see um particular things on your board so close the kind view and like i stated it takes particular columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the type they can upload this file if you wish to require 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 produce any column with anything that you guys need when a creative demand can be found in make it a kind share the type preview the show you guys how a kind looks like um the name of the request you desire you want to include a specific brief with a certain i understand each business has a particular structure that

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they use um when do you need it by the concern and so on and so forth 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 website copy it send it to whoever let’s simply make look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can include a certain declare example today whatever remains in the planning ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest top priority i want to send it and let me reveal you men how it is available in on the board webinar demand test so it’s constantly going to enter into the first group which is very important to understand and then it can be called demands or concepts coming in and after that i can just go on take it and move it to a specific group that i think it matters 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 describe 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 understood the form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes remarkable remarkable amazing i’m glad you guys are listening and understand everything great um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them too but now i’ll simply provide like a brief summary this is the person column as you guys know we have our 7 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can populate several columns on one board yes dell you are appropriate every column that you produce can be practically every column you develop can be in a form view and individuals can fill it out and it is available in as an item on the board great so this is our column center what we use here is a concern one we called it concern but it’s generally a score column um we have a. Monday.Com Is It Good

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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 search 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 specifically i can see that it’s another board and then if i have a specific project i’m working on i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure if you men know what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might reveal you men get rid of due date mode generally what i wish to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Monday.Com Is It Good