Monday.Com Microsoft Planner 2022 – dream workflows

This article is focused on answering Monday.Com Microsoft Planner …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 show you three particular on boards which are usage cases for banner and landing page demands think of it more like creative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you men that too and last but not least i’m going to show you control panels um so let’s start in a minute i just wish to pull up the um thing that i wished to show you guys so i have it open and then we’re going to begin amazing all right let’s start and landing page demand i’m presuming

 

you guys i’m simply gon na reveal um speak about the basics actually rapidly however i make certain you men know that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this in between clients or tasks and it actually just 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 brief prior to dealing with a creative demand is using the kind so a type essentially takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll alright let me show you how to produce a type however essentially this form comes in here and then the team lead of the imaginative style team or any other team can assign a certain designer to work on 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 include view i suggest you people inspect the view section because it’s just another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the kind view and like i said it takes particular columns not the individual column of course but other columns that you can conceal or make um viewable for the person that is going to be provided the type they can submit this file if you want to need it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can actually simply develop any column with anything that you guys need when a creative demand comes in make it a type share the form sneak peek the show you guys how a kind looks like um the name of the request you want you want to add a specific short with a certain i know each company has a specific structure that

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they use um when do you need it by the concern and so on etc um you can take this link after put one 2nd 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 simply reveal you men let’s fill it in and you can see um webinar request test i can add a particular declare example today whatever remains in the preparation ideas phase and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest priority i wish to submit it and let me show you guys how it can be found in on the board webinar demand test so it’s constantly going to enter the very first group which is very important to know and then it can be called requests or concepts being available in and then i can simply go ahead take it and move it to a particular group that i think it matters for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another board or another group depending upon how you outline 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 comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable amazing awesome i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them also and now i’ll just offer like a brief introduction this is the person column as you men know we have our 7 core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can populate a number of columns on one board yes dell you are proper every column that you develop can be practically every column you create can be in a kind view and individuals can fill it out and it can be found in as a product on the board excellent so this is our column center what we use here is a concern one we called it concern but it’s generally a ranking column um we have a. Monday.Com Microsoft Planner

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Monday.Com Microsoft Planner