This article is focused on answering Can Monday.Com Integrate With Microsoft Teams …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that too and finally i’m going to show you control panels um so let’s start in a minute i just wish 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 incredible fine let’s begin and landing page request i’m presuming
you people i’m simply gon na show um talk about the essentials actually rapidly however i make certain you people 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 go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this in between projects or clients and it really just depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a short prior to dealing with an imaginative request is using the kind so a type basically takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll all right let me reveal you how to develop a kind however essentially this form can be found in here and after that the group lead of the creative design team or any other group can assign a particular designer to deal with it so let me reveal you guys how to create and add a form if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you men examine the view section since it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i stated it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the kind they can upload this file if you wish to need it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can truly just produce any column with anything that you people require when a creative demand comes in make it a type share the type preview the show you people how a form looks like um the name of the demand you want you wish to include a specific brief with a certain i know each business has a particular structure that
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they use um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click 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 appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can add a certain apply for example right now everything remains in the planning concepts phase and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest top priority i want to submit it and let me show you people how it is available in on the board webinar demand test so it’s constantly going to enter into the first group which is important to understand and after that it can be called ideas or demands coming in and after that i can simply proceed take it and move it to a particular group that i think it’s relevant 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 upon how you describe your workflow simply to make certain you men 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 write yes so i can get feedback while you men are listening yay yes yes incredible incredible incredible i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them as well now i’ll simply offer like a short summary this is the person column as you guys understand we have our 7 core columns here and then 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 soon um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are correct every column that you create can be almost every column you produce can be in a kind view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a top priority one we called it concern however it’s basically a rating column um we have actually a. Can Monday.Com Integrate With Microsoft Teams
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file column and we have a tags column what i enjoy about the tag column is if i click 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 reveal 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 particular task i’m dealing with i can merely link 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] okay um [Music] and yeah and i’m uncertain if you people know what this is but 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 could show you men get rid of due date mode generally what i wish to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Can Monday.Com Integrate With Microsoft Teams