Monday Com Mac 2022 – dream workflows

This article is focused on answering Monday Com Mac …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 use cases for banner and landing page requests think about it more like creative demands from designers content 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 email marketing um stability that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that also and lastly i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you men so i have it open and then we’re going to start remarkable fine let’s start and landing page demand i’m presuming

 

you guys i’m simply gon na reveal um discuss the fundamentals really quickly however i make sure you people know 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 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 jobs or clients and it really just depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a short prior to working on a creative demand is using the kind so a form generally takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll fine let me reveal you how to create a kind however basically this form can be found in here and after that the group lead of the creative design group or any other group can assign a particular designer to deal with it so let me reveal you men how to include a type and produce if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people examine the view area due to the fact that it’s simply another way to reveal um all your items just 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 type view and like i said it takes specific columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can upload this file if you wish to require it you can always do a checkbox and then they can’t send the form without filling this info in so you can really simply create any column with anything that you people need when a creative request can be found in make it a form share the form preview the show you people how a type appears like um the name of the request you desire you wish to include a certain brief with a particular i understand each business has a certain structure that

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they utilize um when do you require it by the priority and so on etc um you can take this link after put one second let me click on the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make look i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a particular declare example today everything remains in the preparation concepts stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest priority i want to send it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to enter the very first group which is very important to know and then it can be called requests or concepts coming in and after that i can just go on take it and move it to a specific group that i believe 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 detail 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 kind and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes incredible remarkable awesome i’m glad you guys are listening and comprehend whatever 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 also now i’ll simply provide like a quick summary this is the individual column as you people understand 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 also on the item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can populate a number of columns on one board yes dell you are correct every column that you create can be practically every column you create can be in a kind view and people can fill it out and it is available in as an item on the board excellent so this is our column center what we use here is a concern one we named it concern but it’s generally a score column um we have a. Monday Com Mac

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file column and we have a tags column what i like about the tag column is if i click 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 browse 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 then if i have a particular task i’m working on i can merely connect them with tags and after that i can cross board search it to what it matters for so i find that super cool and i love i enjoy the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m uncertain if you people understand what this is but 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 reverse this so i might show you men eliminate due date mode generally what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Monday Com Mac