Monday Com Support Chat 2022 – dream workflows

This article is focused on answering Monday Com Support Chat …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 3 particular on boards which are use cases for banner and landing page requests think about it more like innovative demands from designers material 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 want to show you an in email marketing um stability that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wished to show you men so i have it open and then we’re going to begin incredible okay let’s start and landing page request i’m assuming

 

you guys i’m just gon na reveal um discuss the basics truly quickly however i’m sure you men know 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 go over integrations automations views and a lot more fun stuff so the method i divided my board here is between months but you can do this between customers or tasks and it really simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a brief prior to dealing with an innovative request is utilizing the type so a form basically takes all your columns and makes it a link that other individuals can submit which they can publish 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 okay let me reveal you how to produce a form but generally this type is available in here and then the group lead of the imaginative design team or any other team can appoint a specific designer to work on it so let me reveal you guys how to include a type and produce if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men examine the view section since it’s just another method to show 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 particular things on your board so close the type view and like i said it takes certain 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 provided the form they can upload this file if you wish to require it you can always do a checkbox and then they can’t submit the form without filling this information in so you can really just produce any column with anything that you people need when a creative demand comes in make it a kind share the form sneak peek the show you men how a form appears like um the name of the demand you desire you want to include a particular quick with a particular i know each company has a particular structure that

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they utilize um when do you require it by the concern and so on and so forth 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 guys let’s fill it in and you can see um webinar demand test i can add a certain file for example today everything is in the planning concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in highest priority i wish to submit it and let me reveal you people how it can be found in on the board webinar demand test so it’s constantly going to enter into the first group which is necessary to know and then it can be called requests or ideas being available in and then i can simply proceed take it and move it to a specific 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 upon how you describe 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 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 amazing incredible awesome i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them too now i’ll simply provide like a brief introduction this is the person column as you guys understand we have our 7 core columns here and then 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one kind can populate several columns on one board yes dell you are correct every column that you produce can be practically every column you create can be in a kind view and individuals can fill it out and it comes in as a product on the board terrific so this is our column center what we utilize here is a priority one we named it priority however it’s essentially a ranking column um we have a. Monday Com Support Chat

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file column and we have a tags column what i love 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 search facebook it’s going to do a cross board search let me show you people 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 task 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 find that incredibly cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m uncertain if you men know what this is however 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 reveal you guys remove deadline 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 Support Chat