Monday Com User Manual 2022 – dream workflows

This article is focused on answering Monday Com User Manual …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 reveal you three particular on boards which are usage cases for banner and landing page demands think about it more like imaginative requests from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that also and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to begin awesome all right let’s begin and landing page request i’m assuming

 

you people i’m just gon na show um discuss the basics really quickly but i make sure you guys 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 integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this between jobs or customers and it really just depends upon 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 brief prior to dealing with an imaginative request is using the type so a kind 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 develop and i’ll alright let me reveal you how to create a kind however essentially this form is available in here and then the group lead of the imaginative design team or any other team can assign a particular designer to work on it so let me show you men how to include a kind and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you guys check the view area due to the fact that it’s just another way to reveal um all your products simply see things on a calendar or in a chart or you desire 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 individual 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 require it you can always do a checkbox and after that they can’t send the form without filling this information in so you can really simply create any column with anything that you men require when a creative request comes in make it a type share the kind sneak peek the program you guys how a type appears like um the name of the request you want you wish to include a specific quick with a specific i know each business has a particular structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click on the kind i can share it i can get this link or embed it in a website 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 demand test i can add a specific apply for example today everything remains in the preparation ideas phase and i need the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest top priority i want to send it and let me reveal you people how it can be found in on the board webinar request test so it’s constantly going to come into the very first group which is very important to understand and then it can be called demands or ideas being available in and after that i can simply proceed take it and move it to a certain group that i think it’s relevant 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 on how you detail your workflow just to ensure 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 write yes so i can get feedback while you men are listening yay yes yes amazing amazing incredible i’m glad you men 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 review them too today i’ll just offer like a brief overview this is the person column as you guys understand we have our 7 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy numerous columns on one board yes dell you are proper every column that you create can be nearly every column you produce can be in a kind view and individuals can fill it out and it comes in as an item on the board terrific so this is our column center what we use here is a top priority one we named it concern but it’s essentially a ranking column um we have a. Monday Com User Manual

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Monday Com User Manual