Monday Com Views 2022 – dream workflows

This article is focused on answering Monday Com Views …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 specific on boards which are usage cases for banner and landing page requests think of it more like innovative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that too and last but not least i’m going to show you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin incredible okay let’s begin and landing page request i’m presuming

 

you men i’m just gon na reveal um speak about the fundamentals actually rapidly but i make certain you people understand that this is a board each one of these are called each row and a group is called an item today we’re going to go over combinations automations views and a lot more fun things so the method i divided my board here is between months but you can do this between clients or jobs 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 quick before dealing with an imaginative request is utilizing the kind so a type basically takes all your columns and makes it a link that other people can fill out which they can upload 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 all right let me show you how to develop a kind but generally this form comes in here and after that the team lead of the imaginative design team or any other team can appoint a particular designer to deal with it so let me reveal you guys how to add a type and create if anything is too fast 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 advise you men examine the view section due to the fact that it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the form view and like i stated it takes specific columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be given the type they can upload this file if you wish 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 just produce any column with anything that you people require when a creative request can be found in make it a kind share the kind preview the program you guys how a form appears like um the name of the demand you want you wish to include a certain brief with a particular 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 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 reveal you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example today everything remains in the preparation concepts stage and i require the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains 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 always going to come into the first group which is necessary to understand and then it can be called concepts or demands coming in and after that i can just go on take it and move it to a specific 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 group or another board depending upon how you outline your workflow simply 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 kind and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes incredible awesome amazing i’m glad you men are listening and understand whatever great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them as well but now i’ll just give like a short introduction this is the person column as you people know we have our seven 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 likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can populate numerous columns on one board yes dell you are right every column that you develop can be almost every column you create can be in a form view and people can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a concern one we called it priority but it’s generally a rating column um we have actually a. Monday Com Views

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file column and we have a tags column what i like about the tag column is if i click on this right now 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 guys 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 certain task i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m uncertain 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 reverse this so i could reveal you people eliminate due date mode basically what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Monday Com Views