Monday Com Teams 2022 – dream workflows

This article is focused on answering Monday Com Teams …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 show 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 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 project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that as well and lastly i’m going to show you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin amazing alright let’s start and landing page demand i’m assuming

 

you people i’m just gon na reveal um discuss the basics actually quickly however i make sure you people know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more fun things so the way i divided my board here is between months but you can do this between projects or customers and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick prior to dealing with an imaginative request is utilizing the form so a form generally takes all your columns and makes it a link that other people can submit which they can submit 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 alright let me show you how to develop a kind however generally this type comes in here and then the team lead of the creative style group or any other group can assign a particular designer to deal with it so let me reveal you people how to include a form and develop 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 include view i advise you people check the view area due to the fact that it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the form view and like i said it takes specific 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 offered the type they can upload this file if you wish to need it you can always do a checkbox and then they can’t send the type without filling this details in so you can actually simply develop any column with anything that you people need when an innovative demand comes in make it a form share the form preview the show you men how a form looks like um the name of the demand you want you want to include a particular short with a specific i understand each company has a specific structure that

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they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can include a specific declare example today whatever remains in the preparation ideas phase and i need the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest priority i want to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is necessary to know and then it can be called ideas or demands being available in and after that i can simply go on 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 group or another board depending upon how you detail your workflow simply 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 form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes amazing incredible awesome i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them as well but now i’ll just provide like a short introduction this is the person column as you guys understand we have our 7 core columns here and after that 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 also as a view we’ll get to that um quickly um dale you simply ask assuming one type can populate several columns on one board yes dell you are proper every column that you produce can be nearly every column you produce can be in a form view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a top priority one we named it concern however it’s essentially a rating column um we have actually a. Monday Com Teams

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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 show you men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain task i’m dealing with i can simply link them with tags and after that i can cross board search it to what it matters for so i find that super cool and i love i like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m uncertain if you guys understand what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i could show you people get rid of deadline mode generally what i want to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Teams