Monday Com Microsoft Teams Integration 2022 – dream workflows

This article is focused on answering Monday Com Microsoft Teams Integration …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 usage cases for banner and landing page demands think of it more like innovative demands from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that too and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to reveal you guys so i have it open and after that we’re going to start incredible fine let’s begin and landing page demand i’m presuming

 

you men i’m just gon na reveal um discuss the basics really quickly but i make sure 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 discuss combinations 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 between clients or jobs and it actually just depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief before dealing with an imaginative demand is utilizing the type so a form basically takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to create and i’ll alright let me reveal you how to produce a kind however generally this type comes in here and after that the team lead of the creative design team or any other team can assign a specific designer to deal with it so let me show you guys how to create and include a type if anything is too quick 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 advise you men check the view area because it’s just another method to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the form view and like i stated it takes specific columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be provided the type they can submit this file if you wish 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 men require when an imaginative request is available in make it a form share the kind preview the program you men how a kind appears like um the name of the demand you desire you want to add a particular quick with a specific i know each business 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 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 look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can add a specific apply for example today everything remains in the preparation concepts phase and i require the creative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in highest priority i want to submit it and let me show you men how it comes in on the board webinar demand test so it’s always going to enter the first group which is necessary to know and after that it can be called ideas or requests being available in and then i can just proceed take it and move it to a specific 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 upon how you outline your workflow just to make certain you guys 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 simply write yes so i can get feedback while you people are listening yay yes yes remarkable remarkable incredible i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them too and now i’ll simply give like a quick summary this is the person column as you men know we have our seven core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy several columns on one board yes dell you are correct every column that you develop can be almost every column you produce can be in a kind view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a top priority one we called it top priority but it’s basically a ranking column um we have actually a. Monday Com Microsoft Teams Integration

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file column and we have a tags column what i love about the tag column is if i click 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 guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a particular project i’m working on i can just link them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i enjoy the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys 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 due date mode is let me reverse this so i could show you people eliminate due date mode generally what i wish to do i want to set as deadline i want to take the status column however i might take any status column i have for example the. Monday Com Microsoft Teams Integration