Monday Com Milestones 2022 – dream workflows

This article is focused on answering Monday Com Milestones …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers material so on and so forth copywriters um a social media planning 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 e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that as well and lastly i’m going to show you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wanted to show you men so i have it open and then we’re going to begin incredible okay let’s start and landing page request i’m presuming

 

you guys i’m simply gon na show um speak about the essentials truly rapidly but i make sure you guys understand 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 go over combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this in between clients or tasks and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a short before dealing with an innovative demand is using the type so a form basically 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 looking for the size of uh the banner that they want the designer to create and i’ll okay let me reveal you how to develop a form but basically this kind is available in here and then the team lead of the innovative design group or any other group can assign a specific designer to deal with it so let me show you men how to add a form and produce if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people check the view area due to the fact that it’s just another way to reveal um all your items simply 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 kind view and like i said it takes specific columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be given the form they can submit this file if you wish to need it you can always do a checkbox and after that they can’t send the type without filling this info in so you can really simply produce any column with anything that you men require when an imaginative request comes in make it a type share the kind sneak peek the show you men how a type looks like um the name of the demand you want you wish to add a particular short with a certain i understand each company has a specific structure that

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they utilize um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click on the form 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 just show you people let’s fill it in and you can see um webinar request test i can add a specific file for example right now whatever is 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 require it by might 23rd and it remains in highest top priority i want to submit it and let me show you men how it can be found in on the board webinar request test so it’s always going to come into the first group which is important to understand and after that it can be called requests or concepts being available in and after that i can just go ahead take it and move it to a particular 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 board or another group depending upon how you detail 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 type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes amazing awesome amazing i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them as well now i’ll just provide like a quick introduction this is the individual column as you guys understand we have our 7 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 item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one form can populate several columns on one board yes dell you are proper every column that you develop can be practically every column you develop can be in a kind view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a concern one we called it concern but it’s generally a score column um we have a. Monday Com Milestones

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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 reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain task i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i like the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m unsure if you guys understand what this is but 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 undo this so i could show you guys get rid of due date mode basically what i want to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Monday Com Milestones