Monday Com Os 2022 – dream workflows

This article is focused on answering Monday Com Os …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 three particular on boards which are usage cases for banner and landing page requests consider it more like creative requests from designers content so on etc copywriters um a social media planning and design 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 e-mail marketing um stability 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 integrate with facebook for facebook ads so i’ll reveal you people that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you men 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 men i’m simply gon na show um speak about the essentials truly rapidly however i make certain you guys know that this is a board every one of these are called a group and each row is called a product today we’re going to go over 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 between clients or tasks and it really simply depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief before dealing with an innovative request is using the form so a kind basically takes all your columns and makes it a link that other individuals 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 desire the designer to create and i’ll okay let me reveal you how to produce a type but essentially this type can be found in here and after that the team lead of the creative design group or any other group can designate a particular designer to deal with it so let me show you people how to include a type and create 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 check the view area due to the fact that it’s simply another method 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 specific things on your board so close the form 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 person that is going to be provided the form they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can actually simply develop any column with anything that you guys need when an innovative demand can be found in make it a type share the type preview the show you people how a kind looks like um the name of the request you desire you wish to add a certain quick with a certain i know each business has a particular structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the priority and so on etc um you can take this link after put one second 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 appearance i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can add a certain declare example today everything remains in the preparation concepts phase and i require the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest priority i want to send it and let me show you guys how it is available in on the board webinar demand test so it’s always going to enter the first group which is very important to understand and then it can be called ideas or demands coming in and after that i can simply go on take it and move it to a certain group that i believe it matters for in this case it requires 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 people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just compose 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 whatever fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them as well now i’ll just give like a brief summary this is the individual column as you men 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 product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy several columns on one board yes dell you are correct every column that you produce can be practically every column you create 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 use here is a top priority one we named it priority however it’s basically a score column um we have a. Monday Com Os

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Monday Com Os