Monday.Com Team Members 2022 – dream workflows

This article is focused on answering Monday.Com Team Members …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 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 and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you men that also and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start incredible okay let’s begin and landing page request i’m presuming

 

you men i’m simply gon na reveal um discuss the essentials really rapidly but i make certain you men know that this is a board each one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this between jobs or clients and it really simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief before working on an imaginative request is using the type so a type essentially takes all your columns and makes it a link that other individuals can complete which they can submit 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 create and i’ll okay let me show you how to produce a kind however essentially this type is available in here and after that the team lead of the innovative style group or any other team can assign a specific designer to deal with it so let me show you men how to include a kind and create if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people inspect the view area since it’s just 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 way to see um certain things on your board so close the type view and like i said it takes specific columns not the individual column of course but other columns that you can hide or make um viewable for the person that is going to be provided 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 form without filling this information in so you can really just create any column with anything that you guys require when an innovative request is available in make it a kind share the type preview the show you guys how a kind looks like um the name of the demand you want you wish to add a specific short with a particular i understand each business has a particular structure that

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they use 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 the form 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 show you guys let’s fill it in and you can see um webinar request test i can include a specific file for example right now whatever remains in the planning concepts phase and i need the imaginative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest top priority i want to submit it and let me show you men how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is very important to understand and then it can be called ideas or demands can be found in and then i can just go on 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 might 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 just to make sure you people 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 simply write yes so i can get feedback while you guys are listening yay yes yes amazing awesome incredible i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them also now i’ll simply offer like a short summary this is the individual column as you guys understand we have our seven 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy several columns on one board yes dell you are appropriate every column that you produce can be nearly every column you create can be in a form view and people can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a top priority one we named it priority but it’s generally a rating column um we have actually a. Monday.Com Team Members

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file column and we have a tags column what i like about the tag column is if i click on 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 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 dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i love the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m not sure if you men know what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i could reveal you people eliminate deadline mode basically what i want 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 Team Members