Monday Com Pro 2022 – dream workflows

This article is focused on answering Monday Com Pro …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 reveal you 3 particular on boards which are use cases for banner and landing page demands think about it more like creative requests from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that also and last but not least 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 reveal you people so i have it open and after that we’re going to begin amazing all right let’s begin and landing page request i’m assuming

 

you people i’m simply gon na show um talk about the essentials actually quickly but i’m sure you guys know that this is a board each one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more fun things so the method i divided my board here is between months however you can do this between tasks or clients and it really just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick before working on a creative demand is using the form so a type generally takes all your columns and makes it a link that other people 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 create and i’ll alright let me show you how to produce a type but generally this form can be found in here and after that the team lead of the innovative design team or any other group can designate a specific designer to deal with it so let me reveal you people how to produce and include a form if anything is too quick 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 section since it’s just another method to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i said it takes specific columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can publish this file if you want to require it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can truly simply create any column with anything that you people require when an innovative demand comes in make it a kind share the kind sneak peek the show you guys how a type looks like um the name of the demand you want you wish to include a certain short with a certain i know each company has a specific structure that

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they utilize um when do you need 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 form 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 reveal you guys let’s fill it in and you can see um webinar request test i can include a certain declare example right now whatever remains in the planning concepts stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest priority i wish to submit it and let me reveal you men how it is available in on the board webinar demand test so it’s always going to enter the very first group which is essential to know and then it can be called requests or ideas coming in and after that i can just go on take it and move it to a particular 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 describe your workflow just to make sure you guys 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 men are listening yay yes yes amazing amazing remarkable i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them also but now i’ll simply offer like a short summary this is the person column as you people 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 also on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy several columns on one board yes dell you are correct every column that you create can be almost every column you produce can be in a kind view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a top priority one we named it top priority but it’s essentially a score column um we have actually a. Monday Com Pro

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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 browse 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 after that if i have a certain task i’m working on i can just connect them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i like the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you men 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 could reveal you people get rid of deadline mode generally what i want to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Pro