Monday Com Spreadsheet Capabilities 2022 – dream workflows

This article is focused on answering Monday Com Spreadsheet Capabilities …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page demands think of it more like creative demands from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you guys that too and last but not least i’m going to reveal you control panels um so let’s start in a minute i just wish 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 begin incredible fine let’s begin and landing page demand i’m assuming

 

you people i’m simply gon na show um discuss the fundamentals truly quickly however i make certain you people understand 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 enjoyable things so the method i divided my board here is between months but you can do this between clients or tasks and it actually just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief before working on an imaginative request is using the kind so a type essentially takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll alright let me show you how to produce a type however essentially this form can be found in here and after that the group lead of the creative design group or any other group can appoint a particular designer to deal with it so let me show you men how to create and include a kind if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people inspect the view section 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 desire a file view another method to see um particular things on your board so close the kind view and like i stated it takes particular columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the type they can upload this file if you want to require it you can constantly do a checkbox and then they can’t submit the form without filling this information in so you can actually just create any column with anything that you guys require when a creative request comes in make it a kind share the type preview the program you guys how a kind looks like um the name of the demand you desire you want to include a particular brief with a particular i know each company has a particular structure that

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they utilize um when do you need it by the top 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 simply reveal you people let’s fill it in and you can see um webinar request test i can include a particular declare example today whatever remains in the preparation ideas stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest priority i wish to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is very important to understand and then it can be called ideas or requests coming in and then i can just go ahead take it and move it to a certain group that i think it matters 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 describe your workflow just to make sure you men 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 guys are listening yay yes yes incredible incredible awesome i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them as well and now i’ll just give like a quick overview this is the individual column as you people understand we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate several columns on one board yes dell you are appropriate every column that you develop can be practically every column you develop can be in a kind view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a priority one we called it priority however it’s generally a ranking column um we have actually a. Monday Com Spreadsheet Capabilities

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file column and we have a tags column what i love about the tag column is if i click 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 search facebook it’s going to do a cross board search let me show you men 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 merely link them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i enjoy the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you men understand what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might reveal you men get rid of due date mode essentially what i wish to do i want 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 Spreadsheet Capabilities