How To Integrate Monday.Com With Microsoft Teams 2022

This article is focused on answering How To Integrate Monday.Com With Microsoft Teams …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page demands think about it more like imaginative requests from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that too and last but not least i’m going to show you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and then we’re going to start remarkable alright let’s begin and landing page request i’m presuming

 

you guys i’m simply gon na show um speak about the fundamentals actually quickly but i’m sure you men understand that this is a board every one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between tasks or customers and it truly just depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief prior to dealing with an innovative request is utilizing 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 looking 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 form but basically this type comes in here and then the group lead of the creative style group or any other team can designate a particular designer to work on it so let me reveal you guys how to include a form and create if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people inspect the view area because it’s just another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i said it takes specific 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 provided the form they can upload this file if you want to need it you can always do a checkbox and then they can’t send the form without filling this information in so you can truly simply produce any column with anything that you men require when an imaginative request is available in make it a kind share the kind preview the program you people how a form appears like um the name of the request you want you wish to add a specific quick with a specific i understand each company has a certain 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 second let me click the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a particular apply for example right now whatever remains in the preparation ideas stage and i require the innovative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest top priority i want to submit it and let me reveal you guys how it is available in on the board webinar demand test so it’s always going to come into the very first group which is essential 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 certain group that i believe it’s relevant 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 detail your workflow just 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 kind and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes remarkable awesome awesome i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them as well and now i’ll just provide like a brief summary this is the individual column as you people know we have our seven 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 also on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be almost every column you produce can be in a kind 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 top priority one we called it priority but it’s essentially a score column um we have a. How To Integrate Monday.Com With Microsoft Teams

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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 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 working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that super 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 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 show you men get rid of due date mode essentially what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. How To Integrate Monday.Com With Microsoft Teams