Monday Com Set Reminders 2022 – dream workflows

This article is focused on answering Monday Com Set Reminders …I’m a customer success manager 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 demands consider it more like innovative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to begin incredible alright let’s begin and landing page demand i’m presuming

 

you people i’m just gon na show um speak about the essentials actually quickly however i make sure you people understand that this is a board every one of these are called each row and a group is called an item today we’re going to discuss 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 in between clients or jobs and it actually 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 short before dealing with an imaginative demand is utilizing the form so a kind generally takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll okay let me show you how to create a kind however essentially this form comes in here and after that the group lead of the creative style team or any other group can appoint a particular designer to deal with it so let me reveal you people how to create and add a form if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people inspect the view area due to the fact that it’s just another method 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 certain things on your board so close the kind view and like i said it takes particular columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be given the type they can publish this file if you wish to need it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can truly simply develop any column with anything that you people require when an innovative demand comes in make it a kind share the kind preview the program you people how a form looks like um the name of the request you want you want to include a specific quick with a specific i understand each company has a particular structure that

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they utilize um when do you require 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 form 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 appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a specific apply for example right now everything remains in the planning ideas phase and i need the imaginative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in highest concern i want to send it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to enter the first group which is necessary to understand and after that it can be called concepts or requests coming in and then i can just go ahead take it and move it to a certain group that i believe it’s relevant for in this case it requires to be done by may 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 just to make certain you guys are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes remarkable amazing awesome i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them also but now i’ll simply offer like a quick summary this is the person 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 likewise on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy numerous columns on one board yes dell you are correct every column that you develop can be practically every column you create can be in a type view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a concern one we called it priority however it’s generally a ranking column um we have actually a. Monday Com Set Reminders

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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 reveal you people 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 working on i can simply connect them with tags and after that 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 simply get out of here [Music] all right um [Music] and yeah and i’m unsure if you men know what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i could show you men eliminate due date mode generally what i wish to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Monday Com Set Reminders