Monday Com Sprint Planning 2022 – dream workflows

This article is focused on answering Monday Com Sprint Planning …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 3 particular on boards which are usage cases for banner and landing page requests think about it more like creative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that 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 ads so i’ll show you men that too and lastly 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 wished to show you guys so i have it open and after that we’re going to start remarkable fine let’s begin and landing page request i’m presuming

 

you guys i’m just gon na reveal um talk about the fundamentals truly quickly however i make certain you men understand that this is a board every one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this between customers or projects and it really simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief before working on an imaginative request is using the type so a type basically 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 searching for the size of uh the banner that they desire the designer to create and i’ll fine let me show you how to develop a form but essentially this form is available in here and then the group lead of the innovative style team or any other team can designate a certain designer to work on it so let me reveal you people how to develop and include a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men examine the view section due to the fact that it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i stated it takes particular columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t send the kind without filling this information in so you can really just create any column with anything that you men require when an imaginative request can be found in make it a form share the type sneak peek the show you men how a type appears like um the name of the demand you desire you want to add a certain quick with a certain i understand each business has a certain structure that

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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd 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 simply make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a certain file for example today everything remains in the planning concepts phase and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest concern 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 essential to understand and after that it can be called ideas or requests being available in and then i can simply proceed take it and move it to a specific group that i think it matters 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 detail your workflow simply to make certain you men are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes remarkable awesome amazing i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them also now i’ll just offer like a short summary this is the individual column as you men know we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one type can populate numerous columns on one board yes dell you are appropriate every column that you develop can be almost every column you produce can be in a type view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a concern one we named it concern however it’s basically a score column um we have a. Monday Com Sprint Planning

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file column and we have a tags column what i like 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 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 particularly i can see that it’s another board and then if i have a particular project i’m dealing with i can just 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 like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m unsure if you men understand 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 undo this so i could reveal you men eliminate due date mode generally what i wish to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Monday Com Sprint Planning