Monday Com Real Estate 2022 – dream workflows

This article is focused on answering Monday Com Real Estate …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests think of it more like creative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that too and last but not least i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin awesome fine let’s start and landing page request i’m assuming

 

you guys i’m just gon na reveal um discuss the essentials actually rapidly but i make sure you men 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 discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this in between projects or customers and it truly 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 dealing with a creative demand is using the form so a form essentially takes all your columns and makes it a link that other people 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 want the designer to develop and i’ll okay let me show you how to create a form but generally this type comes in here and after that the group lead of the creative style team or any other team can designate a particular designer to deal with it so let me reveal you guys how to include a form 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 advise you men inspect the view area because it’s simply another way to reveal um all your products just 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 kind view and like i stated it takes specific columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be given the kind they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t send the type without filling this info in so you can truly simply produce any column with anything that you men need when an imaginative demand comes in make it a form share the type sneak peek the show you people how a type appears like um the name of the demand you desire you want to add a certain quick with a certain i know each company has a particular structure that

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they use 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 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 just make look i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a certain apply for example today whatever is in the planning concepts stage and i need the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest top priority i wish 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 first group which is important to know and after that it can be called concepts or requests coming in and after that i can simply proceed take it and move it to a certain 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 group or another board depending upon how you detail your workflow simply to make sure you people 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 simply write yes so i can get feedback while you men are listening yay yes yes awesome remarkable awesome i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them as well now i’ll simply provide like a brief overview this is the person column as you men understand we have our seven core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can occupy numerous columns on one board yes dell you are right every column that you create can be practically every column you create can be in a form view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a priority one we named it top priority however it’s generally a score column um we have actually a. Monday Com Real Estate

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file column and we have a tags column what i enjoy 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 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 project i’m dealing with i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not exactly sure if you people understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i might show you people get rid of due date mode essentially what i want to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Monday Com Real Estate