Monday Com Walkthrough 2022 – dream workflows

This article is focused on answering Monday Com Walkthrough …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page demands think of it more like creative demands from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that also and lastly i’m going to show you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to show you men so i have it open and after that we’re going to begin amazing okay let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na show um speak about the fundamentals really quickly however i make sure you guys know that this is a board each one of these are called a group and each row is called a product 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 jobs or clients and it truly simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a quick before working on an imaginative demand is utilizing the form so a form essentially takes all your columns and makes it a link that other people can submit 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 produce and i’ll all right let me show you how to produce a form but essentially this type is available in here and then the team lead of the creative style group or any other group can appoint a particular designer to work on it so let me reveal you people how to create and include a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys check the view section due to the fact that it’s just another method to show um all your products simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the form view and like i stated it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be offered the type they can submit this file if you wish to need it you can always do a checkbox and after that they can’t submit the form without filling this details in so you can really just create any column with anything that you people need when an imaginative request can be found in make it a kind share the form preview the show you guys how a type looks like um the name of the demand you desire you wish to add a specific short with a certain i understand each business has a particular 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 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 appearance i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can include a specific apply for example right now whatever is in the preparation ideas stage and i need the creative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest 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 always going to enter the very first group which is very important to understand and then it can be called requests or concepts can be found in and after that i can just go on take it and move it to a particular 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 on how you describe 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 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 awesome amazing awesome i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them too now i’ll simply give like a brief overview this is the person column as you guys know 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 just ask assuming one kind can occupy several columns on one board yes dell you are right every column that you create can be practically every column you create can be in a kind view and people can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a concern one we called it top priority but it’s essentially a rating column um we have a. Monday Com Walkthrough

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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 browse 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 project i’m working on i can merely connect them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i enjoy the tech college let me just leave here [Music] all right um [Music] and yeah and i’m not sure if you men know what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i could show you men get rid of due date mode generally what i want to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Monday Com Walkthrough