Monday Com Undo Changes 2022 – dream workflows

This article is focused on answering Monday Com Undo Changes …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 reveal you 3 particular on boards which are usage cases for banner and landing page demands think about 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 review marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that too and finally 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 wished to show you guys so i have it open and after that we’re going to start incredible alright let’s start and landing page demand i’m presuming

 

you guys i’m just gon na reveal um speak about the essentials actually rapidly but i make certain 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 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 in between jobs or customers and it really just 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 short before dealing with an innovative request is utilizing the kind so a type basically 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 looking 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 then the group lead of the creative design team or any other team can assign a specific designer to deal with it so let me show you people how to add a kind and produce if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys examine the view section due to the fact that it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the kind view and like i stated it takes particular columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can actually simply produce any column with anything that you men require when an imaginative demand is available in make it a type share the form preview the program you people how a type looks like um the name of the demand you want you want to add a particular quick with a particular i know each company has a specific structure that

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they utilize um when do you need 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 just make look i’ll just show you men let’s fill it in and you can see um webinar request test i can include a particular declare example right now everything is in the preparation ideas stage and i need the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest priority i want to send it and let me reveal you men 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 essential to understand and after that it can be called demands or concepts being available in and after that i can just go on take it and move it to a specific group that i believe 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 outline your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes awesome remarkable remarkable i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them also and now i’ll simply give like a short overview this is the individual column as you men understand we have our seven core columns here and after that we have more intriguing 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 soon um dale you simply ask presuming one type can occupy a number of columns on one board yes dell you are right every column that you develop can be practically every column you develop can be in a type view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a priority one we called it top priority however it’s basically a score column um we have a. Monday Com Undo Changes

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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 browse 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 particularly i can see that it’s another board and then if i have a specific job i’m working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that super cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m unsure if you men know what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could reveal you guys remove due date mode essentially what i wish to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Monday Com Undo Changes