Monday Com Resource Management 2022 – dream workflows

This article is focused on answering Monday Com Resource Management …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 specific on boards which are usage cases for banner and landing page demands think of it more like imaginative demands 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 discuss marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you guys that also and lastly i’m going to show you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you people so i have it open and then we’re going to start remarkable all right let’s begin and landing page request i’m assuming

 

you men i’m just gon na reveal um talk about the fundamentals really quickly however i make sure you men know 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 integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between jobs or customers 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 brief prior to dealing with an innovative demand is utilizing the form so a kind essentially 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 produce and i’ll okay let me reveal you how to create a kind however basically this type comes in here and then the team lead of the creative style group or any other team can assign a particular designer to work on it so let me reveal you people how to create and include a kind if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people inspect the view area due to the fact that it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i stated it takes certain columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can submit this file if you want to need it you can always do a checkbox and then they can’t submit the kind without filling this information in so you can actually just produce any column with anything that you men need when a creative demand can be found in make it a form share the type preview the program you guys how a form appears like um the name of the demand you want you wish to include a certain brief with a certain i know each company has a specific structure that

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they use um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click on 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 just make look i’ll just show you men let’s fill it in and you can see um webinar demand test i can include a certain file for example right now everything remains 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 need it by might 23rd and it’s in highest top priority i wish to submit it and let me show you men how it is available in on the board webinar request test so it’s always going to come into the first group which is necessary to understand and after that it can be called concepts or demands being available in and after that i can just go ahead 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 outline your workflow just to make certain you people 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 simply write yes so i can get feedback while you men are listening yay yes yes remarkable incredible remarkable i’m glad you people are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them too today i’ll just provide like a short overview this is the person column as you guys understand 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy several columns on one board yes dell you are right every column that you develop can be practically 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 great so this is our column center what we use here is a top priority one we named it top priority however it’s essentially a rating column um we have a. Monday Com Resource Management

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file column and we have a tags column what i love about the tag column is if i click on 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 reveal you people 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 task i’m dealing with i can simply link them with tags and then i can cross board search it to what it matters for so i discover that extremely 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 but 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 undo this so i could show you men get rid of due date mode generally 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 Resource Management