Monday Com Startup 2022 – dream workflows

This article is focused on answering Monday Com Startup …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 particular on boards which are use cases for banner and landing page demands think of it more like imaginative requests from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um stability 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 ads so i’ll show you guys that too and last but not least i’m going to show you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you people so i have it open and then we’re going to begin amazing alright let’s start and landing page demand i’m assuming

 

you guys i’m simply gon na show um talk about the essentials truly quickly however i’m sure you people know that this is a board each one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between tasks or clients and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a quick prior to dealing with an innovative demand is using the type so a type basically 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 trying to find the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to develop a kind but essentially this kind is available in here and then the team lead of the innovative design team or any other team can designate a certain designer to work on it so let me reveal you men how to produce and add a form if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you people examine the view area since it’s simply 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 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 submit this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this details in so you can really simply create any column with anything that you men require when an innovative demand can be found in make it a form share the type preview the program you guys how a type appears like um the name of the request you want you want to add a specific brief with a particular i understand each company has a particular structure that

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they use um when do you require it by the top priority and so on etc um you can take this link after put one second let me click on the kind 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 look i’ll simply show you men let’s fill it in and you can see um webinar demand test i can include a specific declare example today everything is in the preparation ideas phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest concern i want to submit it and let me show you men how it can be found in on the board webinar request test so it’s always going to enter the first group which is essential to understand and then it can be called requests or ideas can be found in and after that i can simply proceed take it and move it to a certain 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 upon how you outline your workflow simply to ensure you guys 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 incredible incredible i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them as well and now i’ll simply offer like a quick introduction this is the person column as you guys 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 also 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 several columns on one board yes dell you are correct every column that you produce can be almost every column you develop can be in a form view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a concern one we called it concern however it’s essentially a score column um we have actually a. Monday Com Startup

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file column and we have a tags column what i enjoy 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 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 specific project i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i find that extremely cool and i love i love the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m uncertain if you men understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i could show you guys eliminate deadline mode essentially what i want to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. Monday Com Startup