Monday Com Live Chat 2022 – dream workflows

This article is focused on answering Monday Com Live Chat …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page demands consider it more like imaginative 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 discuss marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then 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 show you guys that as well and lastly i’m going to reveal you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to begin awesome okay let’s begin and landing page demand i’m presuming

 

you men i’m just gon na reveal um speak about the fundamentals really rapidly but i’m sure 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 discuss integrations automations views and a lot more fun things so the method i divided my board here is between months however you can do this between tasks or customers and it truly just depends on your workflow and the way we did it here to you can do it any way you want but a cool method to get a quick before working on a creative request is using the kind so a type generally takes all your columns and makes it a link that other people 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 fine let me reveal you how to develop a kind but essentially this type comes in here and then the group lead of the creative style group or any other group can appoint a certain designer to work on it so let me reveal you people how to produce and include a form 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 include view i advise you guys inspect the view section because it’s simply another method to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the form view and like i said it takes particular columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can submit this file if you wish to require it you can always do a checkbox and after that they can’t submit the type without filling this information in so you can really just produce any column with anything that you guys need when a creative request can be found in make it a type share the type sneak peek the program you men how a kind appears like um the name of the demand you want you want to add a certain brief with a specific i understand each business has a particular structure that

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they utilize um when do you require it by the concern and so on etc um you can take this link after put one 2nd let me click the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply 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 certain declare example right now everything remains in the planning concepts phase and i require the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern i wish to submit it and let me show you men how it is available in on the board webinar request test so it’s constantly going to enter into the first group which is important to understand and then it can be called concepts or requests can be found in and after that i can simply proceed take it and move it to a particular group that i think 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 upon how you detail your workflow simply to make certain you guys 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 incredible amazing i’m glad you men are listening and understand everything great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them as well but now i’ll simply provide like a short summary this is the individual column as you people know we have our seven 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy several columns on one board yes dell you are correct every column that you produce can be nearly every column you create can be in a kind 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 use here is a priority one we named it concern however it’s generally a rating column um we have actually a. Monday Com Live Chat

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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 browse facebook it’s going to do a cross board search let me show 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 certain project i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i love the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m unsure if you men know what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could reveal you men eliminate due date mode essentially what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Monday Com Live Chat