Monday Com Referral 2022 – dream workflows

This article is focused on answering Monday Com Referral …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 reveal you three specific on boards which are use cases for banner and landing page requests think about it more like creative demands from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish 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 advertisements so i’ll show you men that too and lastly i’m going to show you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin incredible fine let’s begin and landing page request i’m presuming

 

you men i’m simply gon na show um discuss the basics really quickly but i make sure you people know that this is a board each one of these are called a group and each row is called a product today we’re going to discuss combinations 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 clients and it really just depends upon your workflow and the way we did it here to you can do it any way you want however a cool way to get a quick before dealing with an innovative demand is using the kind so a form essentially takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll alright let me reveal you how to develop a form but generally this form can be found in here and after that the group lead of the imaginative design group or any other group can appoint a certain designer to deal with it so let me reveal you people how to include a form and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you men examine the view area since it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the kind view and like i stated it takes specific columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can upload this file if you wish to need it you can always do a checkbox and after that they can’t submit the form without filling this details in so you can really simply produce any column with anything that you people require when an innovative request can be found in make it a kind share the kind sneak peek the show you guys how a form appears 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 and so forth 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 look i’ll just reveal you men let’s fill it in and you can see um webinar request test i can include a certain apply for example today whatever is in the planning concepts stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest top priority i want to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s constantly going to enter into the first group which is very important to understand and after that it can be called ideas or demands being available in and after that i can just go ahead take it and move it to a certain group that i think 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 on how you detail your workflow simply to ensure you people 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 people are listening yay yes yes remarkable remarkable amazing i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them also and now i’ll just give like a brief introduction this is the person column as you men 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 likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy several columns on one board yes dell you are appropriate every column that you create can be practically every column you create can be in a kind view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we use here is a concern one we named it top priority however it’s basically a ranking column um we have a. Monday Com Referral

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file column and we have a tags column what i love 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 browse facebook it’s going to do a cross board search let me show you guys 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 working on 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 love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not sure if you guys know what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i might reveal you guys eliminate due date mode basically what i wish to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Referral