Monday Com Overview Video 2022 – dream workflows

This article is focused on answering Monday Com Overview Video …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page demands think about it more like innovative demands from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you people that also and lastly i’m going to show you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to begin amazing okay let’s begin and landing page request i’m presuming

 

you men i’m simply gon na reveal um speak about the fundamentals actually rapidly but i’m sure you men 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 discuss integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this between clients or projects and it actually just depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief before working on a creative request is utilizing the kind so a type generally 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 trying to find the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to create a type however basically this form comes in here and then the group lead of the creative style group or any other team can designate a particular designer to deal with it so let me reveal you men how to produce and add a kind if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men examine the view section due to the fact that it’s simply another method 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 stated it takes particular columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can upload this file if you want to need it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can really simply develop any column with anything that you men need when an innovative request can be found in make it a kind share the form preview the program you men how a type appears like um the name of the demand you desire you wish to include a specific short with a specific i know each company has a specific structure that

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they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one 2nd let me click on the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can include a specific apply for example today everything remains in the planning ideas stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest concern i want to submit it and let me show you people how it is available in on the board webinar demand test so it’s always going to enter the very first group which is important to know and then it can be called ideas or demands can be found in and after that 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 requires to be done by may so i’m going to keep it in this group i can move it to another group or another board depending upon how you detail your workflow simply to ensure you people 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 just write yes so i can get feedback while you guys are listening yay yes yes amazing remarkable amazing i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them too now i’ll just provide like a brief summary this is the individual column as you men know we have our seven 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 also on the item itself and also as a view we’ll get to that um soon um dale you just ask presuming one form can populate several columns on one board yes dell you are proper every column that you develop can be nearly every column you create can be in a type view and individuals can fill it out and it is available in as an item on the board terrific so this is our column center what we use here is a priority one we called it priority however it’s generally a score column um we have actually a. Monday Com Overview Video

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file column and we have a tags column what i like about the tag column is if i click 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 guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain task i’m dealing with i can simply link them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you guys know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i could reveal you men remove deadline mode basically what i want to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Overview Video