Roadmap Monday Com 2022 – dream workflows

This article is focused on answering Roadmap Monday Com …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 three particular on boards which are usage cases for banner and landing page demands think about it more like innovative demands from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that too and last but not least i’m going to show you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin awesome all right let’s start and landing page request i’m assuming

 

you men i’m simply gon na show um talk about the essentials actually quickly but i make sure you guys understand 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 discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this between tasks or customers and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a short before dealing with a creative demand is utilizing the type so a type generally takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll fine let me show you how to produce a type but generally this kind comes in here and then the group lead of the innovative design team or any other team can designate a certain designer to deal with it so let me reveal you people how to create and add a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you people check the view section since it’s simply another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i said it takes specific columns not the individual column obviously however other columns that you can conceal or make um viewable for the person that is going to be given the kind they can upload this file if you want to need it you can constantly do a checkbox and then they can’t submit the form without filling this information in so you can truly simply develop any column with anything that you guys require when an innovative request can be found in make it a form share the kind preview the program you men how a kind looks like um the name of the demand you want you want to include a particular brief with a certain i understand each company has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the concern and so on and so forth 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 website copy it send it to whoever let’s just make look i’ll simply show you people let’s fill it in and you can see um webinar request test i can include a particular file for example today whatever remains in the planning concepts stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest top priority i wish to submit it and let me show you men how it comes in on the board webinar request test so it’s always going to enter the first group which is essential to know and then it can be called concepts or requests coming in and after that i can just proceed take it and move it to a particular group that i think it matters for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another board or another group depending upon 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 type and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes awesome remarkable incredible i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them also but now i’ll just provide like a short 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 likewise 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 occupy a number of columns on one board yes dell you are right every column that you create can be nearly every column you develop can be in a kind view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a top priority one we named it priority but it’s basically a ranking column um we have a. Roadmap Monday Com

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Roadmap Monday Com