Monday Com Project Management 2022 – dream workflows

This article is focused on answering Monday Com Project Management …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 specific on boards which are usage cases for banner and landing page demands think of it more like imaginative requests from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that too and lastly i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and then we’re going to begin remarkable okay let’s begin and landing page demand i’m presuming

 

you people i’m simply gon na show um speak about the fundamentals actually quickly but i make sure you guys understand 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 go over combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months but you can do this between clients or jobs and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief prior to dealing with an imaginative demand is using the kind so a kind basically takes all your columns and makes it a link that other individuals can fill out 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 produce and i’ll all right let me reveal you how to produce a form but essentially this form is available in here and after that the team lead of the imaginative style group or any other team can assign a particular designer to deal with it so let me reveal you people how to include a kind and produce if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people examine the view section since it’s just another way to reveal um all your products simply 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 form view and like i said it takes certain columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can submit this file if you want to need it you can always do a checkbox and then they can’t submit the type without filling this information in so you can actually simply develop any column with anything that you people need when an innovative demand can be found in make it a kind share the type sneak peek the program you men how a form looks like um the name of the request you want you want to add a certain short with a certain i know each business has a particular 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 kind 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 men let’s fill it in and you can see um webinar request test i can include a particular declare example today whatever is in the planning ideas stage and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest priority 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 come into the first group which is essential to understand and then it can be called demands or concepts being available in and after that i can just go ahead take it and move it to a particular group that i think it’s relevant for in this case it requires 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 comprehended the form and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes amazing amazing remarkable i’m glad you men are listening and comprehend whatever terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them also today i’ll simply offer like a quick summary this is the person column as you men know we have our 7 core columns here and then we have more fascinating 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 soon um dale you simply ask presuming one form can occupy several 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 a product on the board terrific so this is our column center what we utilize here is a top priority one we called it top priority however it’s basically a rating column um we have actually a. Monday Com Project Management

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file column and we have a tags column what i enjoy about the tag column is if i click 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 search facebook it’s going to do a cross board search let me reveal you men 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 job i’m dealing with i can merely 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 like the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys know what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might reveal you guys remove deadline mode essentially what i want to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Monday Com Project Management