Monday Com Okr Template 2022 – dream workflows

This article is focused on answering Monday Com Okr Template …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 reveal you 3 particular on boards which are usage cases for banner and landing page demands consider it more like imaginative requests from designers content so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you guys that as well and last but not least i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to start amazing alright let’s begin and landing page request i’m presuming

 

you guys i’m just gon na reveal um speak about the essentials truly quickly but i’m sure you people 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 review integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between clients or projects and it actually 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 quick before working on an innovative request is using the type so a kind essentially takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll okay let me reveal you how to create a type but generally this form is available in here and after that the team lead of the innovative design team or any other team can designate a particular designer to deal with it so let me reveal you guys how to create and add a kind 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 recommend you guys examine the view area due to the fact that 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 particular things on your board so close the type view and like i stated it takes particular 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 provided the type they can upload 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 truly just create any column with anything that you people need when an imaginative demand comes in make it a form share the type sneak peek the program you people how a kind appears like um the name of the demand you want you wish to include a certain short with a particular i know each business has a specific structure that

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they use 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 the type 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 look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a particular declare example today everything is in the planning concepts stage and i need the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in highest concern i wish to send it and let me reveal you men how it is available in on the board webinar demand test so it’s always going to enter the very first group which is essential to know and then it can be called ideas or demands being available in and then i can simply go on take it and move it to a certain group that i believe 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 on how you outline your workflow just to ensure you guys 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 simply compose yes so i can get feedback while you guys are listening yay yes yes awesome awesome remarkable i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too now i’ll simply offer like a short summary this is the person column as you guys understand we have our 7 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are proper every column that you produce can be nearly every column you develop can be in a form view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we utilize here is a top priority one we called it top priority but it’s generally a ranking column um we have a. Monday Com Okr Template

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file column and we have a tags column what i enjoy about the tag column is if i click on this today 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 people 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 particular project i’m dealing with i can merely link 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 love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys understand what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i might show you men remove deadline mode essentially what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Monday Com Okr Template