Monday Com Pulse 2022 – dream workflows

This article is focused on answering Monday Com Pulse …I’m a customer success manager 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 use cases for banner and landing page requests consider it more like creative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that as well 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 show you men so i have it open and after that we’re going to start incredible okay let’s start and landing page demand i’m assuming

 

you men i’m just gon na show um discuss the essentials actually rapidly but i make certain you men understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this in between projects or customers and it actually simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick before working on an imaginative demand is utilizing the type so a kind basically takes all your columns and makes it a link that other individuals 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 develop and i’ll alright let me show you how to produce a kind but essentially this type comes in here and then the team lead of the creative design group or any other team can designate a specific designer to work on it so let me show you people 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 try clarify so i can go here include view i suggest you guys inspect the view section because it’s simply another way to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type view and like i stated it takes particular columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the form they can publish this file if you want to require it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can truly just develop any column with anything that you men need when an imaginative demand is available in make it a type share the form sneak peek the show you guys how a kind looks like um the name of the demand you desire you wish to include a certain quick with a particular i know each business has a certain 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 2nd 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 look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can include a specific apply for example today whatever remains in the preparation ideas phase and i require the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest priority i want to submit it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to come into the very first group which is very important to understand and then it can be called concepts or demands can be found in and then i can simply go on take it and move it to a specific group that i believe it matters 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 board or another group depending upon how you describe your workflow just to make sure 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 simply compose yes so i can get feedback while you men are listening yay yes yes incredible awesome awesome i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them also today i’ll simply provide like a brief overview this is the individual column as you men know we have our seven 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 item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one type can populate a number of columns on one board yes dell you are right every column that you produce can be nearly every column you create can be in a form view and people can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a concern one we named it priority but it’s basically a score column um we have actually a. Monday Com Pulse

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file column and we have a tags column what i like about the tag column is if i click 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 reveal you people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular task i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you guys 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 deadline mode is let me reverse this so i could reveal you men eliminate deadline mode generally what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Monday Com Pulse