Monday Com Kanban View 2022 – dream workflows

This article is focused on answering Monday Com Kanban View …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are usage cases for banner and landing page requests consider it more like imaginative demands 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 go over marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to start remarkable fine let’s begin and landing page request i’m presuming

 

you guys i’m just gon na show um speak about the fundamentals actually rapidly but i’m sure you men understand that this is a board each one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this in between projects or clients and it truly 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 quick before dealing with a creative demand is utilizing the type so a type generally 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 searching for the size of uh the banner that they want the designer to develop and i’ll okay let me reveal you how to develop a kind but basically this form is available in here and after that the group lead of the imaginative design group or any other group can designate a particular designer to deal with it so let me show you guys how to add a form and create if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you people inspect the view area because it’s just another way to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the form view and like i stated it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be provided the form they can submit this file if you want 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 truly just develop any column with anything that you people require when an imaginative request can be found in make it a type share the type sneak peek the show you guys how a form appears like um the name of the demand you want you wish to add a particular quick with a particular i understand each company has a particular structure that

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they use um when do you need it by the top priority 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 website copy it send it to whoever let’s simply make appearance i’ll just show you men let’s fill it in and you can see um webinar demand test i can include a certain apply for example right now whatever is in the planning ideas phase and i need the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest top priority i want to send it and let me show you men how it comes in on the board webinar request test so it’s always going to enter into the first group which is important to know and after that it can be called concepts or requests being available in and then i can simply proceed take it and move it to a particular group that i believe it matters 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 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 form and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes awesome awesome amazing i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them also today i’ll just offer like a quick introduction this is the person column as you men understand we have our seven core columns here and after that we have more fascinating 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 quickly um dale you simply ask assuming one kind can populate several columns on one board yes dell you are appropriate every column that you create can be almost every column you produce can be in a type view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a priority one we called it top priority but it’s generally a score column um we have a. Monday Com Kanban View

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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 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 show you people 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 working on i can simply connect them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not exactly sure 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 deadline mode is let me undo this so i might show you men get rid of deadline mode basically what i want to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Kanban View