Monday Com Project Management Tool 2022 – dream workflows

This article is focused on answering Monday Com Project Management Tool …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests think about it more like creative requests from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that too and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to start remarkable okay let’s start and landing page request i’m assuming

 

you guys i’m simply gon na show um discuss the essentials truly rapidly but i make sure you people know that this is a board each one of these are called each row and a group is called a product today we’re going to discuss integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this between tasks or customers and it really just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a short prior to working on an innovative request is utilizing the type so a type generally takes all your columns and makes it a link that other people can submit 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 develop and i’ll alright let me reveal you how to produce a type however basically this form is available in here and then the group lead of the imaginative style group or any other group can designate a particular designer to work on it so let me reveal you men how to add a kind and produce if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men inspect the view area since it’s just another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the type view and like i stated it takes specific columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can publish this file if you wish to need it you can always do a checkbox and then they can’t send the form without filling this details in so you can actually just develop any column with anything that you men need when a creative request can be found in make it a kind share the kind sneak peek the program you people how a kind looks like um the name of the request you want you want to include a certain short with a certain i know each company has a certain structure that

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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one second let me click the type 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 reveal you guys let’s fill it in and you can see um webinar demand test i can add a particular file for example right now whatever remains in the planning ideas phase and i require the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest priority i want to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s constantly going to enter the first group which is very important to know and after that it can be called concepts or demands being available in and then i can just go ahead take it and move it to a certain group that i believe it’s relevant for in this case it needs 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 on 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 understood the kind and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes remarkable incredible amazing i’m glad you guys are listening and understand whatever excellent 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 but now i’ll just offer like a short summary this is the person column as you guys know we have our 7 core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one form can occupy numerous columns on one board yes dell you are right every column that you create can be almost every column you create can be in a form view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we use here is a priority one we called it concern however it’s essentially a ranking column um we have actually a. Monday Com Project Management Tool

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file column and we have a tags column what i like 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 search facebook it’s going to do a cross board search let me show you men 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 certain job i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not sure if you men know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i could reveal you people get rid of deadline mode basically what i wish to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Monday Com Project Management Tool