Monday Com Platform 2022 – dream workflows

This article is focused on answering Monday Com Platform …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page requests think of it more like imaginative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire 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 reveal you a sneak a preview of how in two 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 control panels um so let’s begin in a minute i just want to pull up the um thing that i wished to show you men so i have it open and then we’re going to start remarkable alright let’s begin and landing page request i’m presuming

 

you guys i’m just gon na show um discuss the basics really quickly but i’m sure you people 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 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 projects or clients 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 method to get a quick before dealing with a creative request is using the kind so a kind generally takes all your columns and makes it a link that other individuals can submit which they can submit 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 okay let me reveal you how to develop a type but essentially this form is available in here and then the group lead of the innovative design group or any other group can appoint a certain designer to work on it so let me show you men how to include a form and develop if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you people inspect the view area because it’s just another method to show um all your products just 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 kind view and like i said it takes specific columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be given the type they can submit this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this info in so you can really simply produce any column with anything that you guys need when a creative request can be found in make it a kind share the form sneak peek the show you men how a type looks like um the name of the demand you want you want to include a particular quick with a specific 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 the form 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 simply reveal you people let’s fill it in and you can see um webinar demand test i can add a certain file for example right now whatever is in the planning ideas phase and i need the imaginative 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 show you people how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is necessary to understand and after that it can be called requests or concepts can be found in and after that i can just go ahead take it and move it to a specific group that i believe it matters for in this case it needs 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 just to make certain 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 just compose yes so i can get feedback while you people are listening yay yes yes remarkable incredible remarkable i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them also today i’ll simply provide like a brief overview this is the person column as you men know 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 also 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 appropriate every column that you produce can be nearly every column you create can be in a type view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a concern one we called it priority however it’s basically a ranking column um we have a. Monday Com Platform

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