Monday Com Raises 2022 – dream workflows

This article is focused on answering Monday Com Raises …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 3 specific on boards which are use cases for banner and landing page demands think about it more like innovative requests from designers material 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 wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that as well and lastly i’m going to show you dashboards um so let’s start in a minute i just want to bring up the um thing that i wanted to show you men so i have it open and then we’re going to start remarkable all right let’s start and landing page request i’m assuming

 

you people i’m simply gon na show um talk about the fundamentals really quickly however i make certain you guys understand 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 go over integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this in between projects or clients and it actually just depends on 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 brief prior to dealing with an innovative request is utilizing the kind so a kind basically takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to produce a form however basically this kind is available in here and after that the group lead of the creative style group or any other team can assign a particular designer to deal with it so let me show you guys how to create and add a form if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys examine the view area because it’s simply 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 certain things on your board so close the kind view and like i stated it takes certain columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be provided the type they can publish this file if you want to require it you can always do a checkbox and after that they can’t submit the form without filling this info in so you can truly just develop any column with anything that you guys need when an imaginative request is available in make it a form share the type preview the show you guys how a form appears like um the name of the demand you want you wish to include a certain short with a certain i understand each business has a certain structure that

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they utilize um when do you require it by the priority 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 just make appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can include a certain declare example right now whatever is in the planning concepts stage and i require the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i want to send it and let me reveal you men how it comes in on the board webinar request test so it’s constantly going to enter the first group which is very important to understand and after that it can be called requests or concepts being available in and then i can just go on take it and move it to a certain group that i think it matters 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 describe your workflow simply to make certain you guys are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes remarkable incredible remarkable i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them as well now i’ll just provide like a brief summary this is the individual column as you guys understand we have our seven core columns here and then 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are proper every column that you produce can be practically every column you produce can be in a form view and people can fill it out and it is available in as an item on the board excellent so this is our column center what we use here is a top priority one we called it priority but it’s generally a score column um we have actually a. Monday Com Raises

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file column and we have a tags column what i like 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 browse facebook it’s going to do a cross board search let me reveal you guys 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 particular task i’m dealing with i can just connect them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you guys understand what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i could reveal you people eliminate due date mode generally what i want to do i want to set as deadline i want to take the status column however i might take any status column i have for example the. Monday Com Raises