Monday Com My Week 2022 – dream workflows

This article is focused on answering Monday Com My Week …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page requests think about it more like creative demands from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that also and last but not least i’m going to show you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wanted to show 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 guys i’m simply gon na reveal um discuss the essentials 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 an item today we’re going to review combinations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between customers or projects and it really just depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a quick before working on a creative demand is utilizing the kind so a form essentially takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll all right let me show you how to develop a type however essentially this type can be found in here and after that the group lead of the creative style group or any other group can appoint a particular designer to work on it so let me show you people how to include a kind and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you men examine the view section since it’s simply another way to reveal um all your products 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 certain columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be given the kind 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 just develop any column with anything that you men need when an imaginative request can be found in make it a form share the form preview the show you people how a kind appears like um the name of the demand you desire you wish 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 top priority and so on and so forth um you can take this link after put one second 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 simply make appearance i’ll just show you men let’s fill it in and you can see um webinar request test i can include a certain file for example today everything is in the planning concepts phase and i need the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest concern i wish to send it and let me show you men how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is very important to know and then it can be called demands or ideas being available in and then i can just go on take it and move it to a certain 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 group or another board depending upon how you describe your workflow simply to make certain you men 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 guys are listening yay yes yes awesome remarkable incredible i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them also now i’ll simply give like a brief introduction this is the individual column as you men know we have our seven 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 likewise as a view we’ll get to that um quickly um dale you just ask presuming one type can occupy a number of columns on one board yes dell you are proper every column that you develop can be almost every column you create can be in a form view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a top priority one we named it concern however it’s generally a rating column um we have actually a. Monday Com My Week

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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 reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular project i’m working on i can merely connect them with tags and then 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 leave here [Music] fine um [Music] and yeah and i’m unsure if you guys know what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i could show you people get rid of deadline mode essentially what i wish to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Monday Com My Week