Monday Com Sharepoint Integration 2022 – dream workflows

This article is focused on answering Monday Com Sharepoint Integration …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 use cases for banner and landing page demands think of it more like imaginative demands from designers material so on and so forth copywriters um a social media 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 e-mail marketing um stability that we have with mailchimp and then i wish to show you a sneak 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 men that also and finally i’m going to reveal you control panels um so let’s begin 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 alright let’s start and landing page demand i’m presuming

 

you guys i’m simply gon na show um speak about the basics actually rapidly however i make sure you people know that this is a board every one of these are called each row and a group is called a product today we’re going to review integrations automations views and a lot more fun things so the way i divided my board here is between months but you can do this between tasks or customers and it actually simply depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a short before working on an innovative demand is using the form so a form essentially takes all your columns and makes it a link that other people can submit which they can upload 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 all right let me reveal you how to create a form however basically this form is available in here and then the group lead of the creative style group or any other group can appoint a certain designer to work on it so let me reveal you men how to create and add a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people 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 method to see um specific things on your board so close the type view and like i said it takes specific columns not the person column of course however other columns that you can hide or make um viewable for the person that is going to be provided the type they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can truly simply develop any column with anything that you guys need when a creative request is available in make it a kind share the type sneak peek the program you guys how a form appears like um the name of the demand you want you want to add a specific quick with a particular i understand each business has a specific structure that

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they use um when do you need it by the concern and so on and so forth um you can take this link after put one second 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 simply make look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a certain declare example right now whatever remains in the planning concepts stage 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 remains in greatest concern 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 important to know and then it can be called concepts or requests can be found in and after that i can just go on take it and move it to a specific 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 detail 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 type and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible remarkable amazing i’m glad you people 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 go over them as well today i’ll just provide like a short summary 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 item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one form can populate a number of columns on one board yes dell you are appropriate every column that you produce can be almost every column you produce can be in a type view and individuals can fill it out and it can be found 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 concern however it’s essentially a score column um we have a. Monday Com Sharepoint Integration

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file column and we have a tags column what i like 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 specifically i can see that it’s another board and then if i have a certain project i’m dealing with i can merely link 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 just get out of here [Music] alright um [Music] and yeah and i’m not exactly sure 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 reverse this so i could reveal you men get rid of due date mode essentially what i wish to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Monday Com Sharepoint Integration