Resource Management Monday Com 2022 – dream workflows

This article is focused on answering Resource Management Monday Com …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 requests think of it more like innovative demands from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a preview 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 finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin amazing alright let’s begin and landing page request i’m presuming

 

you people i’m just gon na show um discuss the essentials actually rapidly but i make sure you guys know that this is a board each one of these are called each row and a group is called a product today we’re going to review integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between tasks or customers and it really 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 brief before dealing with a creative request is using the type so a form basically takes all your columns and makes it a link that other individuals can submit 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 want the designer to create and i’ll fine let me reveal you how to develop a form but basically this type is available in here and then the group lead of the creative style group or any other team can appoint a certain designer to deal with it so let me reveal you men how to include a form and produce if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you people inspect the view section since it’s simply another method to show um all your items 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 said it takes specific columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be given the type they can submit this file if you wish to need it you can always do a checkbox and then they can’t send the kind without filling this information in so you can truly just develop any column with anything that you people require when an innovative demand can be found in make it a kind share the kind sneak peek the show you people how a form appears like um the name of the demand you want you wish to include a certain short with a certain i know each company has a specific structure that

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they utilize um when do you need it by the priority and so on etc um you can take this link after put one second let me click on the kind 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 simply reveal you people let’s fill it in and you can see um webinar demand test i can include a certain file for example today whatever is in the planning ideas phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest concern i want to submit 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 into the first group which is essential to understand and after that it can be called concepts or demands can be found in and then i can just go ahead 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 may so i’m going to keep it in this group i can move it to another board or another group depending upon how you describe your workflow just to ensure you men 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 people are listening yay yes yes incredible incredible awesome i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them also and now i’ll simply offer like a quick summary this is the person column as you men understand 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are proper every column that you develop can be nearly every column you produce can be in a form 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 utilize here is a priority one we called it priority but it’s essentially a ranking column um we have actually a. Resource Management Monday Com

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file column and we have a tags column what i enjoy about the tag column is if i click 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 show you guys 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 specific job i’m working on i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i love the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not sure if you people understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i might show you men eliminate deadline mode generally what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Resource Management Monday Com