Monday Com Personal Use 2022 – dream workflows

This article is focused on answering Monday Com Personal Use …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 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 material so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that also and lastly i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin amazing alright let’s start and landing page request i’m presuming

 

you guys i’m just gon na reveal um discuss the fundamentals truly rapidly however i make sure you guys know that this is a board each one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this in between jobs or customers and it truly just depends on your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief before working on an innovative demand is utilizing the form so a form basically takes all your columns and makes it a link that other individuals can submit 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 form but essentially this type comes in here and after that the group lead of the imaginative style team or any other team can designate a specific designer to work on it so let me reveal you people how to include a form and create if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men check the view area due to the fact that it’s just another way to reveal um all your products 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 form view and like i said it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be given 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 information in so you can really simply produce any column with anything that you people need when a creative request comes in make it a form share the kind preview the show you people how a type looks like um the name of the request you desire you want to include a particular brief with a certain i know each company has a particular structure that

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they utilize um when do you require it by the concern and so on and so forth um you can take this link after put one second 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 appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can add a particular apply for example right now whatever is 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 might 23rd and it’s in greatest concern i want to submit it and let me reveal you men how it comes in on the board webinar request test so it’s always going to enter the first group which is very important to understand and then it can be called requests or concepts being available in and then i can simply go ahead take it and move it to a certain group that i think 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 group or another board depending upon how you detail 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 comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing remarkable awesome i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them too today i’ll just give like a quick introduction this is the person column as you men understand we have our seven core columns here and then we have more fascinating 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 type can occupy a number of columns on one board yes dell you are proper every column that you create can be nearly every column you produce can be in a kind view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a priority one we named it priority however it’s essentially a ranking column um we have a. Monday Com Personal Use

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file column and we have a tags column what i enjoy about the tag column is if i click this right now 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 guys 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 specific task i’m working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not sure if you guys know what this is but 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 reveal you guys remove due date mode basically what i wish to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday Com Personal Use