Review Monday Com 2022 – dream workflows

This article is focused on answering Review 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 three particular on boards which are usage cases for banner and landing page requests think of it more like imaginative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that too and lastly i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to reveal you men so i have it open and then we’re going to begin awesome okay let’s begin and landing page request i’m presuming

 

you guys i’m simply gon na show um talk about the essentials actually rapidly but i make certain 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 combinations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this between customers or projects and it really simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a quick before dealing with a creative demand is using the form so a form generally takes all your columns and makes it a link that other individuals can complete 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 produce and i’ll alright let me show you how to develop a kind however essentially this form comes in here and then the group lead of the creative style team or any other team can designate a specific designer to work on it so let me show you guys how to create and include a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people check the view area since it’s just another way 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 particular things on your board so close the type view and like i stated it takes certain columns not the person column obviously but 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 want to require it you can always do a checkbox and then they can’t submit the form without filling this info in so you can really simply develop any column with anything that you people need when an imaginative request comes in make it a form share the type sneak peek the program you men how a type appears like um the name of the request you desire you want to add a specific quick with a certain 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 etc 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 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 request test i can add a certain declare example right now everything remains in the planning ideas stage and i require the creative 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 top priority i want to send it and let me reveal you people how it is available in on the board webinar demand test so it’s constantly going to come into the very first group which is important to know and then it can be called ideas or requests can be found in and after that i can just proceed take it and move it to a certain group that i believe it matters for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another group or another board depending on how you outline your workflow simply to make sure 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 compose yes so i can get feedback while you people are listening yay yes yes awesome amazing awesome i’m glad you guys are listening and comprehend whatever great 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 now i’ll just give like a brief overview this is the individual 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 also on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one kind can populate a number of columns on one board yes dell you are proper every column that you create can be nearly every column you create can be in a kind view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a top priority one we named it top priority however it’s essentially a score column um we have a. Review Monday Com

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file column and we have a tags column what i like 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 people 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 particular task i’m dealing with i can just 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 like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m unsure if you men understand what this is but 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 undo this so i could reveal you people get rid of deadline mode essentially what i want to do i want to set as deadline i want to take the status column however i might take any status column i have for example the. Review Monday Com