Monday Com Resource Planning 2022 – dream workflows

This article is focused on answering Monday Com Resource Planning …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page requests think of it more like creative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a sneak peek 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 reveal you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to begin remarkable okay let’s start and landing page demand i’m presuming

 

you people i’m simply gon na reveal um speak about the essentials actually rapidly however i make certain you men understand 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 go over combinations automations views and a lot more enjoyable stuff so the way 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 way we did it here to you can do it any way you desire but a cool method to get a short before working on an innovative demand is utilizing the form so a type generally takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll all right let me reveal you how to develop a type however generally this kind is available in here and after that the group lead of the creative design group or any other team can appoint a particular designer to deal with it so let me reveal you men how to develop and add a type if anything is too fast 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 advise you guys check the view section due to the fact that it’s just another way to show 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 particular things on your board so close the form view and like i stated it takes certain columns not the individual column of course but other columns that you can conceal or make um viewable for the person that is going to be provided the form they can publish this file if you wish to require it you can always do a checkbox and then they can’t submit the type without filling this information in so you can truly just develop any column with anything that you guys require when an imaginative request can be found in make it a type share the form sneak peek the show you men how a type looks like um the name of the demand you desire you wish to add a certain short with a particular i know each business has a specific structure that

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they use um when do you require it by the priority and so on and so forth um you can take this link after put one second 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 reveal you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example today everything remains in the preparation concepts phase and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest top priority i want to send it and let me show you men how it can be found in on the board webinar request test so it’s always going to enter the very first group which is necessary to understand and then it can be called concepts or requests coming in and after that i can simply go ahead take it and move it to a certain group that i believe it’s relevant 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 on how you outline your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes remarkable amazing remarkable i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them also today i’ll just provide like a brief introduction this is the individual column as you men know 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 item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can populate 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 type view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a concern one we named it top priority however it’s generally a score column um we have a. Monday Com Resource Planning

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Monday Com Resource Planning