Monday Com Link To Board 2022 – dream workflows

This article is focused on answering Monday Com Link To Board …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 show you 3 particular on boards which are use cases for banner and landing page requests think about it more like creative requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that as well and finally i’m going to reveal you control panels um so let’s start in a minute i just want to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to begin incredible okay let’s begin and landing page demand i’m assuming

 

you guys i’m simply gon na show um talk about the essentials truly quickly but i make certain you men know that this is a board each one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this in between projects or clients and it really simply depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief prior to working on a creative request is using the kind so a form generally takes all your columns and makes it a link that other people 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 desire the designer to develop and i’ll okay let me show you how to create a type however essentially this type is available in here and then the team lead of the creative style group or any other group can designate a specific designer to deal with it so let me reveal you guys how to include a kind and develop if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men examine the view area due to the fact that it’s just another method 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 type view and like i stated it takes particular columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be given the type 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 info in so you can truly simply create any column with anything that you men require when a creative demand is available in make it a kind share the type sneak peek the show you people how a type appears like um the name of the request you desire you wish to add a specific short with a specific i know each company has a specific structure that

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they use um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click 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 just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a particular declare example today everything is in the planning concepts stage and i require the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest top 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 enter the first group which is important to understand and after that it can be called concepts or requests coming in and then i can simply proceed take it and move it to a specific group that i think it’s relevant for in this case it requires to be done by might 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 simply to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes incredible amazing amazing i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them also but now i’ll simply offer like a brief introduction this is the person column as you guys know 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 soon um dale you simply ask presuming one type can populate several columns on one board yes dell you are right every column that you develop can be practically every column you produce can be in a type view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a top priority one we called it priority but it’s generally a rating column um we have a. Monday Com Link To Board

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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 today 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 guys 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 job i’m working on i can just link them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m uncertain if you people understand what this is however 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 reveal you people eliminate deadline mode basically what i wish to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Link To Board