Monday Com Tool 2022 – dream workflows

This article is focused on answering Monday Com Tool …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 demands think of it more like innovative requests 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 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 incorporate with facebook for facebook advertisements so i’ll reveal you people that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to start amazing okay let’s start and landing page demand i’m assuming

 

you people i’m simply gon na show um talk about the fundamentals truly rapidly however i make sure you people 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 discuss combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months but you can do this in between clients or tasks and it really just depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a short before dealing with an imaginative request is using the form so a kind basically takes all your columns and makes it a link that other people can fill out 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 develop and i’ll alright let me show you how to produce a kind but basically this form comes in here and after that the group lead of the innovative style group or any other group can assign a specific designer to work on it so let me reveal you people how to produce and include a form 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 suggest you guys check the view area due to the fact that it’s just another way to show um all your items 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 form view and like i stated it takes particular columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be provided the form they can upload this file if you want to need it you can always do a checkbox and after that they can’t submit the kind without filling this information in so you can truly just develop any column with anything that you men require when a creative demand can be found in make it a kind share the form preview the show you people how a form looks like um the name of the demand you want you want to include a certain brief with a particular i know each business has a certain structure that

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they use um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click on the form 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 show you men let’s fill it in and you can see um webinar demand test i can add a specific declare example right now everything remains in the preparation ideas stage and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest top priority i want to send it and let me reveal you men how it comes in on the board webinar request test so it’s always going to come into the very first group which is necessary to know and after that it can be called requests or ideas can be found in and after that i can simply proceed take it and move it to a particular 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 group or another board 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 type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes awesome remarkable remarkable i’m glad you people are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them also today i’ll just offer like a brief overview this is the individual column as you people know we have our seven core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one type can populate a number of columns on one board yes dell you are appropriate every column that you develop can be almost every column you create can be in a type view and individuals can fill it out and it is available in as an item on the board terrific so this is our column center what we use here is a top priority one we called it concern however it’s generally a rating column um we have a. Monday Com Tool

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