Monday Com Outlook Integration 2022 – dream workflows

This article is focused on answering Monday Com Outlook Integration …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 reveal you 3 particular on boards which are use cases for banner and landing page requests think of it more like creative demands 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 campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to show you men so i have it open and after that we’re going to begin awesome fine let’s start and landing page request i’m assuming

 

you people i’m simply gon na show um discuss the essentials really quickly however i’m sure you people know that this is a board each one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this in between customers or jobs and it truly just depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a short before dealing with a creative demand is using the kind so a type essentially takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll fine let me reveal you how to create a kind but essentially 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 people how to produce and include a form if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people check the view section because it’s just another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the type view and like i stated it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can actually simply develop any column with anything that you people need when an innovative demand can be found in make it a form share the type sneak peek the show you men how a kind appears like um the name of the demand you want you want 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 require 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 look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can include a particular file for example right now whatever is in the preparation concepts stage and i need the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest concern i want to send it and let me show you people how it comes in on the board webinar request test so it’s always going to come into the very first group which is important to understand and after that it can be called ideas or requests can be found in and then i can simply go ahead take it and move it to a certain group that i believe 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 group or another board depending upon how you outline your workflow just to ensure 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 compose yes so i can get feedback while you people are listening yay yes yes remarkable amazing incredible i’m glad you people are listening and understand whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them as well today i’ll simply give like a short introduction this is the individual column as you guys understand we have our seven 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 likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy a number of columns on one board yes dell you are correct every column that you develop can be practically every column you produce can be in a kind view and individuals can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a priority one we called it priority however it’s basically a rating column um we have a. Monday Com Outlook Integration

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Monday Com Outlook Integration