Monday Com Slack Integration 2022 – dream workflows

This article is focused on answering Monday Com Slack 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 3 particular on boards which are usage cases for banner and landing page demands think about it more like creative demands from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that also and last but not least i’m going to show you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start remarkable all right let’s start and landing page demand i’m presuming

 

you men i’m just gon na show um talk about the basics truly rapidly but i’m sure you guys understand that this is a board each one of these are called each row and a group 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 between months however you can do this between jobs or clients and it truly just depends upon 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 request is utilizing the kind so a form essentially takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to produce and i’ll all right let me show you how to create a kind however generally this form can be found in here and after that the team lead of the imaginative design group or any other group can assign a particular designer to deal with it so let me reveal you men how to create and add a form if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men examine the view area because it’s just another method to reveal um all your items just 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 particular columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the type they can publish this file if you want to need it you can always do a checkbox and after that they can’t send the type without filling this information in so you can truly just create any column with anything that you guys require when an imaginative request can be found in make it a form share the kind preview the show you guys how a kind looks like um the name of the demand you want you want to add a specific short with a particular i understand each business has a specific structure that

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they utilize 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 on the type 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 simply reveal you men let’s fill it in and you can see um webinar demand test i can add a specific apply for example today everything remains in the preparation concepts stage and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest concern i want to send 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 very important to know and after that it can be called concepts or requests coming in and then 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 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 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 comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable amazing awesome i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them too today i’ll just give like a brief summary this is the person column as you men 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 soon um dale you simply ask assuming one kind can occupy numerous columns on one board yes dell you are correct every column that you produce can be nearly 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 fantastic so this is our column center what we utilize here is a concern one we named it priority however it’s essentially a rating column um we have a. Monday Com Slack Integration

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file column and we have a tags column what i like 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 search facebook it’s going to do a cross board search let me reveal 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 specific project i’m dealing with i can merely link them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m unsure if you guys know what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i might show you people remove deadline mode basically what i want to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Monday Com Slack Integration