Monday Com Share Board 2022 – dream workflows

This article is focused on answering Monday Com Share Board …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 use cases for banner and landing page requests consider it more like creative demands from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you desire 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 then i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you men that also and last but not least i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start incredible fine let’s start and landing page request i’m presuming

 

you men i’m just gon na show um talk about the essentials truly rapidly however i make sure you men understand that this is a board every one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this between customers or projects and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a short before dealing with a creative demand is utilizing the kind so a type generally takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll alright let me reveal you how to create a form but generally this form is available in here and then the team lead of the imaginative design team or any other team can assign a specific designer to work on it so let me reveal you men how to add a form and produce if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you guys examine the view area since it’s just another method to show um all your items 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 kind view and like i said 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 given the form they can upload this file if you want to need it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can actually just develop any column with anything that you people require when an innovative demand comes in make it a kind share the form sneak peek the show you guys how a type looks like um the name of the demand you want you wish to include a particular short with a specific i know each business has a specific structure that

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they use um when do you need it by the priority and so on etc 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 simply show you men let’s fill it in and you can see um webinar request test i can include a specific apply for example today whatever is in the preparation concepts phase and i need the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest top priority i want to submit it and let me show you guys how it can be found in on the board webinar demand test so it’s constantly going to enter the first group which is very important to understand and after that it can be called concepts or requests being available in and after that i can simply proceed take it and move it to a particular group that i think 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 upon how you outline your workflow simply to make certain you guys 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 just compose yes so i can get feedback while you people are listening yay yes yes incredible remarkable amazing i’m glad you men are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them also now i’ll just provide like a quick overview this is the individual 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 likewise on the item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one type can populate a number of columns on one board yes dell you are correct every column that you create can be practically every column you create can be in a type view and people can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a concern one we called it concern but it’s basically a score column um we have actually a. Monday Com Share Board

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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 right now 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 particularly i can see that it’s another board and after that if i have a certain job i’m working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you men understand 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 reveal you guys get rid of due date mode generally what i wish to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Monday Com Share Board