Monday Com Office 2022 – dream workflows

This article is focused on answering Monday Com 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 specific on boards which are use cases for banner and landing page requests think of it more like creative requests from designers content 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 wish to show you an in email marketing um integrity that we have with mailchimp and after that i want to show you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and finally i’m going to reveal you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start incredible all right let’s start and landing page request i’m assuming

 

you people i’m just gon na show um discuss the essentials really rapidly but i’m sure you men know that this is a board each one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this between clients or projects and it actually simply depends upon 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 quick prior to working on a creative request is using the type so a type generally takes all your columns and makes it a link that other individuals can submit 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 create and i’ll okay let me reveal you how to create a form however generally this type comes in here and then the group lead of the innovative style team or any other group can designate a particular designer to work on it so let me show you people how to include a type and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you men inspect the view section because it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the kind view and like i said it takes specific columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can upload 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 information in so you can really simply create any column with anything that you men need when an imaginative request is available in make it a form share the type preview the show you people how a form appears like um the name of the demand you want you want to include a certain short with a particular i know each business has a particular structure that

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they utilize um when do you need it by the 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 site copy it send it to whoever let’s simply make appearance i’ll just reveal you men let’s fill it in and you can see um webinar request test i can include a specific declare example right now whatever is in the preparation concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest 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 constantly going to enter the first group which is necessary to know and then it can be called demands or ideas coming in and then i can just proceed take it and move it to a certain group that i think it’s relevant 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 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 simply write yes so i can get feedback while you men are listening yay yes yes incredible incredible incredible i’m glad you men are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them too and now i’ll simply give like a brief overview this is the person column as you men know we have our seven core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy a number of columns on one board yes dell you are correct every column that you produce can be almost every column you create can be in a type view and people 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 top priority one we named it top priority however it’s generally a ranking column um we have actually a. Monday Com Office

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Monday Com Office