Monday Com Summary Board 2022 – dream workflows

This article is focused on answering Monday Com Summary Board …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use 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 networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that as well and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to start awesome okay let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na show um speak about the fundamentals truly rapidly however i make sure you guys understand that this is a board each one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this between clients or tasks and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief before dealing with a creative request is utilizing the type so a kind essentially takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re searching for 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 form however basically this form comes in here and then the team lead of the innovative style team or any other group can appoint a specific designer to deal with it so let me show you men how to develop and add a type if anything is too fast 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 area due to the fact that it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the form view and like i stated it takes specific 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 provided the kind they can upload this file if you want to need it you can constantly do a checkbox and then they can’t submit the form without filling this information in so you can really simply create any column with anything that you people need when an imaginative demand comes in make it a form share the form preview the program you people how a type appears like um the name of the demand you desire you want to add a certain quick with a specific i understand each company has a certain structure that

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they use um when do you require it by the concern and so on etc um you can take this link after put one 2nd let me click 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 just make appearance i’ll just reveal you men let’s fill it in and you can see um webinar request test i can add a certain declare example right now everything remains in the preparation ideas phase and i require the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in highest top priority i want to send it and let me reveal you guys how it comes in on the board webinar request test so it’s always going to enter the very first group which is very important to know and then it can be called requests or ideas coming in and after that i can simply go ahead take it and move it to a certain group that i believe it matters 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 group or another board depending upon how you outline your workflow simply to ensure 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 men are listening yay yes yes awesome awesome awesome i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them too now i’ll just provide like a quick summary this is the individual column as you guys know we have our 7 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 also on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are right every column that you produce can be almost every column you create can be in a form view and people can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a concern one we called it concern but it’s basically a ranking column um we have a. Monday Com Summary Board

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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 browse facebook it’s going to do a cross board search let me show 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 discover that very 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 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 reverse this so i might show you men get rid of due date mode essentially what i wish to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Monday Com Summary Board