Monday Com Presentation 2022 – dream workflows

This article is focused on answering Monday Com Presentation …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 show you three particular on boards which are usage cases for banner and landing page demands think of it more like innovative demands from designers material so on and so forth copywriters um a social media preparation 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 stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that too and finally i’m going to show you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to begin awesome all right let’s begin and landing page demand i’m assuming

 

you men i’m simply gon na reveal um discuss the essentials really quickly however i’m sure you men understand 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 integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this in between clients or projects and it actually just depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a quick before dealing with an imaginative request 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 submit files um a text column of like what they’re looking for 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 however essentially this kind can be found in here and then the group lead of the creative design team or any other team can assign a particular designer to deal with it so let me reveal you men how to include a form and develop 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 add view i recommend you men examine the view area 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 particular things on your board so close the kind view and like i said it takes particular columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be offered the type they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can actually simply create any column with anything that you people need when an innovative request is available in make it a form share the type preview the show you men how a kind appears like um the name of the request you desire you wish to include a specific quick with a specific i know each business has a specific structure that

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they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one second let me click the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll simply show you men let’s fill it in and you can see um webinar demand test i can add a specific file for example today everything is in the preparation ideas phase and i need the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in highest top priority i want to submit it and let me show you guys how it comes in on the board webinar demand test so it’s always going to enter into the very first group which is important to know and then it can be called concepts or demands being available in and after that i can just go on take it and move it to a particular 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 describe your workflow simply to make sure 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 just compose yes so i can get feedback while you people are listening yay yes yes remarkable remarkable awesome i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them too but now i’ll just give like a brief overview this is the person column as you people 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 also as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy numerous columns on one board yes dell you are right every column that you develop can be nearly every column you create can be in a kind view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a concern one we called it priority however it’s basically a rating column um we have actually a. Monday Com Presentation

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file column and we have a tags column what i enjoy about the tag column is if i click on 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 browse facebook it’s going to do a cross board search let me reveal you people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular job i’m working on i can just link 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 simply leave here [Music] all right um [Music] and yeah and i’m not sure if you guys understand what this is however 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 reverse this so i might show you people 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 Presentation