Monday Com Undo 2022 – dream workflows

This article is focused on answering Monday Com Undo …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page demands think about it more like creative requests from designers content 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 discuss marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that too and finally i’m going to show you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you men so i have it open and then we’re going to start remarkable okay let’s begin and landing page demand i’m presuming

 

you people i’m simply gon na show um speak about the fundamentals truly rapidly however i make sure you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to go over combinations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this in between clients or tasks and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief before dealing with a creative demand is utilizing the form so a form generally takes all your columns and makes it a link that other people can complete 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 all right let me show you how to produce a type however basically this kind can be found in here and after that the team lead of the imaginative design team or any other group can designate a specific designer to deal with it so let me show you men how to add a type and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men examine the view area because it’s simply another method 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 specific things on your board so close the kind view and like i stated it takes specific columns not the individual column naturally however other columns that you can conceal or make um viewable for the person that is going to be given the kind they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t submit the type without filling this info in so you can truly simply create any column with anything that you people require when an imaginative request can be found in make it a form share the form sneak peek the program you men how a kind looks like um the name of the request you want you wish to include a particular short with a particular i know each company has a certain structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click the kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make look i’ll simply show 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 planning ideas phase and i require the innovative department to help 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 show you men how it is available in on the board webinar request test so it’s constantly going to enter into the first group which is essential to know and then it can be called ideas or requests can be found in and then i can just go ahead take it and move it to a particular group that i believe it matters 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 board or another group depending on how you outline your workflow just 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 type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes awesome remarkable incredible i’m glad you people are listening and comprehend whatever terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them too today i’ll just provide like a short summary this is the person column as you guys understand we have our 7 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 likewise 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 occupy numerous columns on one board yes dell you are correct every column that you create can be almost every column you develop can be in a kind view and individuals can fill it out and it can be found in as an item on the board great so this is our column center what we use here is a concern one we called it top priority however it’s basically a ranking column um we have actually a. Monday Com Undo

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file column and we have a tags column what i love about the tag column is if i click on 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 specifically i can see that it’s another board and then if i have a particular task 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 extremely 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 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 due date mode is let me undo this so i might show you men remove deadline mode essentially what i wish 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 Undo