Monday Com Timesheets 2022 – dream workflows

This article is focused on answering Monday Com Timesheets …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin amazing all right let’s start and landing page demand i’m assuming

 

you guys i’m simply gon na show um talk about the basics truly quickly however i make certain you people 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 discuss integrations automations views and a lot more fun things so the way i divided my board here is in between months however 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 desire but a cool method to get a brief prior to dealing with an innovative demand is using the type so a kind generally takes all your columns and makes it a link that other individuals can complete 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 create and i’ll fine let me reveal you how to create a kind but generally this kind can be found in here and after that the team lead of the imaginative style team or any other group can appoint a certain 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 compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you men check the view area because it’s simply another way to show um all your products just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the type view and like i stated it takes specific columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can publish this file if you want to require it you can always do a checkbox and then they can’t submit the kind without filling this details in so you can truly just produce any column with anything that you men need when a creative demand is available in make it a type share the type preview the program you guys how a form appears like um the name of the demand you want you wish to add a certain brief with a specific i know each company has a specific structure that

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they use um when do you need it by the priority and so on and so forth um you can take this link after put one second 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 simply reveal you men let’s fill it in and you can see um webinar request test i can include a certain file for example today everything is in the preparation concepts phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest top priority i want to submit it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is necessary to understand and then it can be called demands or concepts coming in and then i can simply go ahead take it and move it to a particular group that i believe it matters for in this case it requires 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 detail your workflow just to make sure you guys 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 amazing incredible i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them too but now i’ll just provide like a quick 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 also as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are correct every column that you create can be almost every column you produce can be in a type 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 use here is a top priority one we called it priority however it’s generally a score column um we have a. Monday Com Timesheets

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file column and we have a tags column what i enjoy 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 people 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 specific job i’m dealing with i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i like the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you men understand what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could reveal you guys remove due date mode essentially what i want to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday Com Timesheets