Monday Com New York Office 2022 – dream workflows

This article is focused on answering Monday Com New York Office …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 about it more like creative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that as well and finally i’m going to show you dashboards um so let’s start in a minute i just want to bring up the um thing that i wished to show you people so i have it open and after that we’re going to begin remarkable all right let’s begin and landing page request i’m assuming

 

you people i’m just gon na reveal um discuss the essentials truly rapidly but i’m sure you guys 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 method i divided my board here is in between months however you can do this in between customers or jobs and it really just depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a short prior to dealing with an imaginative request is using the form 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 looking for the size of uh the banner that they desire the designer to develop and i’ll all right let me show you how to develop a kind however generally this form can be found in here and then the team lead of the innovative design team or any other group can appoint a particular designer to work on it so let me show you people how to produce and include a form 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 men examine the view section due to the fact that it’s simply another method to show um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i stated it takes certain columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be provided the type they can upload this file if you wish to require it you can always do a checkbox and then they can’t submit the form without filling this information in so you can really just develop any column with anything that you men need when a creative demand is available in make it a form share the type sneak peek the show you guys how a form looks like um the name of the request you want you wish to add a particular quick with a particular i understand each company has a certain structure that

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they use um when do you require it by the concern and so on etc um you can take this link after put one 2nd 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 simply 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 specific file for example right now everything remains in the planning 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’s in highest priority i wish to send it and let me reveal you people how it is available in on the board webinar demand test so it’s constantly going to enter the very first group which is very important to understand and then it can be called concepts or demands being available in and after that i can just 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 on how you outline your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes remarkable incredible amazing i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them too now i’ll simply give like a quick summary this is the person column as you people understand we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are right every column that you produce can be almost every column you produce can be in a type view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a top priority one we called it top priority however it’s generally a rating column um we have a. Monday Com New York Office

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Monday Com New York Office