Monday Com Private Boards 2022 – dream workflows

This article is focused on answering Monday Com Private Boards …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 three particular on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you people that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to show you people so i have it open and then we’re going to begin incredible all right let’s start and landing page demand i’m presuming

 

you men i’m just gon na reveal um speak about the basics 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 go over combinations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this in between jobs or clients and it truly just depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a short prior to working on an imaginative request is using the kind so a type basically 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 create and i’ll all right let me reveal you how to develop a kind but basically this type is available in here and then the group lead of the innovative style group or any other group can designate a specific designer to work on it so let me show you men how to create and include a type if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys inspect the view area due to the fact that it’s just another way to show um all your items simply 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 stated it takes particular columns not the individual column naturally however other columns that you can conceal or make um viewable for the person that is going to be provided the form they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t send the kind without filling this info in so you can truly simply develop any column with anything that you people need when a creative demand is available in make it a form share the form preview the show you people how a type appears like um the name of the demand you desire you want to include a specific quick with a specific i understand each business has a specific structure that

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they use um when do you need it by the concern and so on etc um you can take this link after put one second let me click on the form 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 show you guys let’s fill it in and you can see um webinar request test i can add a particular declare example right now everything is in the preparation ideas stage and i require the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in highest priority i wish to submit it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to enter the very first group which is very 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 specific 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 board or another group depending on how you detail your workflow just to ensure you people 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 compose yes so i can get feedback while you people are listening yay yes yes remarkable amazing incredible i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them as well but now i’ll just offer like a short introduction this is the individual column as you guys understand 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 likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy several columns on one board yes dell you are correct every column that you create can be almost every column you create can be in a type view and individuals 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 top priority but it’s generally a ranking column um we have a. Monday Com Private Boards

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Monday Com Private Boards