Monday Com Vision 2022 – dream workflows

This article is focused on answering Monday Com Vision …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 show you 3 particular on boards which are usage cases for banner and landing page demands think about it more like imaginative demands from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in email marketing um stability 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 integrate with facebook for facebook advertisements so i’ll show you guys that also and last but not least 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 wished to show you guys so i have it open and after that we’re going to begin amazing fine let’s start and landing page request i’m assuming

 

you people i’m just gon na reveal um talk about the essentials really quickly but i make certain you men understand that this is a board each one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this in between projects 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 short before dealing with an innovative demand is utilizing the kind so a type generally takes all your columns and makes it a link that other individuals can fill out which they can publish 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 all right let me show you how to develop a form but basically this form is available in here and after that the group lead of the creative design group or any other group can designate a certain designer to work on it so let me show you men how to add a form and develop if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people inspect the view area due to the fact that it’s just another method 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 specific things on your board so close the kind view and like i said it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be given the form they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t submit the type without filling this info in so you can really simply produce any column with anything that you guys need when a creative demand comes in make it a type share the form preview the show you guys how a type appears like um the name of the demand you desire you wish to include a particular short with a specific i understand each company has a certain 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 2nd let me click the type 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 appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can include a particular file for example right now everything is in the preparation ideas phase and i need the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern 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 always going to come into the first group which is essential to know and after that it can be called requests or ideas coming in and after that i can simply proceed take it and move it to a specific group that i believe it matters for in this case it needs 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 describe your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes remarkable amazing awesome i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them as well today i’ll simply give like a brief introduction this is the person column as you men 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are appropriate every column that you produce can be almost every column you develop can be in a form view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we utilize here is a concern one we called it concern however it’s essentially a score column um we have actually a. Monday Com Vision

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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 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 show you men how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific job i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i enjoy the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m uncertain if you people know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might show you people eliminate due date mode essentially what i wish to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Monday Com Vision