Monday Com Permissions 2022 – dream workflows

This article is focused on answering Monday Com Permissions …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 3 particular on boards which are usage cases for banner and landing page requests consider it more like creative demands from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a slip 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 people that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin remarkable alright let’s start and landing page demand i’m assuming

 

you guys i’m just gon na reveal um talk about the fundamentals truly rapidly but i make certain you people know that this is a board every one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more fun things so the way i divided my board here is between months however you can do this in between tasks or clients and it really simply depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a short prior to working on a creative demand is using the form so a form essentially takes all your columns and makes it a link that other individuals can complete which they can publish 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 develop and i’ll okay let me show you how to produce a form however essentially this kind can be found in here and then the group lead of the imaginative style team or any other team can assign a specific designer to work on it so let me reveal you guys how to develop and include a kind if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you men check the view section because it’s simply another way to reveal um all your products simply 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 kind 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 person that is going to be given the type they can publish this file if you want to need it you can constantly do a checkbox and then they can’t send the type without filling this details in so you can actually just produce any column with anything that you men require when an imaginative request is available in make it a kind share the type sneak peek the program you guys how a kind appears like um the name of the request you want you wish to add a specific short with a particular i understand each business has a certain structure that

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they use um when do you require it by the priority and so on etc 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 site copy it send it to whoever let’s simply make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can include a particular apply for example right now whatever remains in the preparation ideas phase and i need the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest priority i wish to send it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to come into the first group which is important to understand and then it can be called ideas or demands coming in and then i can simply proceed take it and move it to a particular group that i think it’s relevant 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 group or another board depending on how you outline your workflow simply to ensure you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes remarkable awesome incredible i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them as well but now i’ll simply offer like a brief overview this is the person 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can populate several columns on one board yes dell you are appropriate every column that you create can be nearly every column you develop can be in a form view and individuals can fill it out and it is available in as a product on the board excellent so this is our column center what we utilize here is a priority one we named it concern however it’s generally a score column um we have a. Monday Com Permissions

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file column and we have a tags column what i love 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 search facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain project i’m dealing with i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i love the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m unsure if you men know what this is however this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might reveal you men get rid of due date mode basically what i wish to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Monday Com Permissions