Monday Com Sms 2022 – dream workflows

This article is focused on answering Monday Com Sms …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page demands consider it more like creative requests from designers content so on etc 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 email marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that also and finally i’m going to reveal you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to show you men so i have it open and then we’re going to start amazing all right let’s begin and landing page demand i’m assuming

 

you men i’m just gon na reveal um speak about the essentials truly quickly but i’m sure you men know 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 go over combinations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this in between customers or jobs and it truly simply depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief before dealing with a creative demand is using the type so a form essentially 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 show you how to create a form but basically this kind can be found in here and after that the team lead of the creative style team or any other team can assign a specific designer to work on it so let me reveal you men how to add a kind and develop if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people check the view area due to the fact that it’s simply another way to show 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 certain things on your board so close the form view and like i said it takes certain columns not the person column obviously but other columns that you can hide 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 always do a checkbox and then they can’t submit the form without filling this info in so you can truly simply create any column with anything that you guys require when a creative demand is available in make it a type share the type preview the show you guys how a kind looks like um the name of the request you desire you want to add a certain quick with a specific i understand each company has a specific structure that

gantt charts project management tool monday.com alternatives

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 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 just make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can include a specific declare example right now whatever is in the planning concepts stage and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest concern i want to submit it and let me show you guys how it is available in on the board webinar request test so it’s constantly going to come into the first group which is essential to understand and after that it can be called ideas or demands coming in and then i can simply proceed take it and move it to a particular group that i think it’s relevant for in this case it needs 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 simply to make sure you men 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 remarkable remarkable i’m glad you men are listening and understand everything great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them too but now i’ll just give like a quick introduction this is the person column as you men understand we have our 7 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 soon um dale you simply ask assuming one type can populate several 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 individuals 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 top priority however it’s basically a score column um we have a. Monday Com Sms

monday.com, task management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, service, crm, user, task management software, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

file column and we have a tags column what i like 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 reveal you men 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 task i’m dealing with i can simply link them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m unsure if you people know 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 show you men get rid of due date mode essentially what i want to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Sms