Monday.Com Workspaces Vs Boards 2022 – dream workflows

This article is focused on answering Monday.Com Workspaces Vs Boards …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page demands think about it more like innovative demands from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that also and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to start incredible fine let’s start and landing page demand i’m presuming

 

you men i’m simply gon na reveal um speak about the fundamentals actually rapidly but i make certain you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this in between customers or projects and it truly simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick before working on an imaginative demand is using the type so a form essentially takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll alright let me show you how to develop a form however basically this kind comes in here and after that the group lead of the imaginative design team or any other team can appoint a certain designer to deal with it so let me reveal you men how to produce and include a form if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people inspect the view area due to the fact that it’s just another way to reveal um all your products just 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 type view and like i stated it takes specific columns not the person column naturally however other columns that you can conceal or make um viewable for the person that is going to be provided 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 send the form without filling this information in so you can actually just produce any column with anything that you men require when an innovative request can be found in make it a type share the form preview the show you men how a form appears like um the name of the request you want you want to add a particular short with a particular i know each business has a specific structure that

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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 form 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 reveal you people let’s fill it in and you can see um webinar request test i can include a certain apply for example today whatever remains in the planning 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 remains in greatest concern i wish to submit it and let me show you people how it comes in on the board webinar demand test so it’s constantly going to enter the very first group which is necessary to understand and then it can be called demands or concepts can be found in and then i can simply proceed take it and move it to a specific group that i think it’s relevant 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 people are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes amazing remarkable awesome i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them also today i’ll simply offer like a brief summary this is the individual column as you guys know we have our seven 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy a number of 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 form view and individuals can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a top priority one we called it concern but it’s essentially a ranking column um we have a. Monday.Com Workspaces Vs Boards

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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 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 browse facebook it’s going to do a cross board search let me show you people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular task i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys know what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might reveal you guys eliminate deadline mode generally what i want to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Monday.Com Workspaces Vs Boards