Monday Com Time Reporting 2022 – dream workflows

This article is focused on answering Monday Com Time Reporting …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin incredible alright let’s begin and landing page request i’m assuming

 

you people i’m just gon na show um talk about the essentials really rapidly however i make certain you men know that this is a board every one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this between clients or projects 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 method to get a quick prior to working on a creative request is utilizing the kind so a form generally takes all your columns and makes it a link that other people can complete which they can publish 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 develop and i’ll fine let me reveal you how to produce a type but basically this form is available in here and then the team lead of the innovative style group or any other group can appoint a particular designer to deal with it so let me reveal you guys how to include a type and develop if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people examine the view section due to the fact that it’s simply another way to show um all your products just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the form view and like i said it takes particular 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 submit this file if you wish to need it you can always do a checkbox and then they can’t send the kind without filling this information in so you can actually just develop any column with anything that you guys need when a creative demand is available in make it a form share the type preview the program you people how a type looks like um the name of the demand you want you want to include a specific brief with a specific i understand each company has a certain structure that

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they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click on the type 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 look i’ll just show you men let’s fill it in and you can see um webinar demand test i can include a specific file for example right now everything is in the planning ideas stage and i require 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 reveal you guys how it can be found in on the board webinar demand test so it’s always going to come into the very first group which is essential to understand and after that it can be called demands or concepts can be found in and after that i can simply go on take it and move it to a certain group that i believe it’s relevant for in this case it requires 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 upon how you detail your workflow simply to make certain you guys 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 simply compose yes so i can get feedback while you men are listening yay yes yes amazing amazing amazing i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them also and now i’ll just offer like a brief summary this is the person column as you guys know 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 item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate several columns on one board yes dell you are right every column that you produce can be nearly every column you create can be in a form view and individuals can fill it out and it is available 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 top priority but it’s generally a ranking column um we have a. Monday Com Time Reporting

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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 search facebook it’s going to do a cross board search let me reveal 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 just link them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m unsure if you people understand 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 reverse this so i might show you men remove due date mode basically what i wish to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Monday Com Time Reporting