This article is focused on answering Does Monday Com Integrate With Outlook …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page demands think about it more like innovative requests from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that also and finally i’m going to show you dashboards um so let’s start in a minute i just want to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to start awesome alright let’s start and landing page request i’m presuming
you men i’m simply gon na show um talk about the fundamentals truly quickly but i’m sure you men know that this is a board each one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more fun things so the method i divided my board here is between months but you can do this in between tasks or clients and it actually simply 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 quick prior to working on an innovative demand is utilizing the kind so a kind essentially takes all your columns and makes it a link that other people can complete which they can submit 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 fine let me show you how to produce a form but basically this kind can be found in here and then the team lead of the innovative style team or any other group can appoint a certain designer to work on it so let me show you guys how to create and add a type if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you men check the view section due to the fact that 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 form view and like i stated it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be offered the type they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can really just develop any column with anything that you men require when a creative demand can be found in make it a kind share the form preview the show you guys how a kind looks like um the name of the request you want you want to include a specific quick with a specific i know each business has a specific structure that
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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd 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 reveal you men let’s fill it in and you can see um webinar request test i can add a certain apply for example today whatever is in the preparation ideas stage and i require the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest priority i wish to submit it and let me show you people how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is necessary to understand and then it can be called ideas or requests being available in and then i can just go on take it and move it to a specific 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 on how you describe your workflow simply to make sure you people 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 write yes so i can get feedback while you guys are listening yay yes yes remarkable amazing remarkable i’m glad you guys are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them as well today i’ll simply provide like a quick summary this is the individual column as you people know we have our 7 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 likewise as a view we’ll get to that um soon um dale you just ask presuming one form can populate several columns on one board yes dell you are proper every column that you develop can be nearly every column you create can be in a form view and individuals can fill it out and it can be found 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 top priority but it’s generally a ranking column um we have actually a. Does Monday Com Integrate With Outlook
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file column and we have a tags column what i love 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 search facebook it’s going to do a cross board search let me reveal you men 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 specific task i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m uncertain if you guys 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 due date mode is let me reverse this so i might reveal you guys remove due date mode basically 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. Does Monday Com Integrate With Outlook