Monday.Com And Teams Integration 2022

This article is focused on answering Monday.Com And Teams Integration …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 particular on boards which are use cases for banner and landing page demands think of it more like imaginative requests from designers material 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 discuss marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements 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 just wish to pull up the um thing that i wanted to show you men so i have it open and then we’re going to begin remarkable fine let’s start and landing page request i’m assuming

 

you men i’m just gon na reveal um speak about the basics truly quickly however i make certain you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this between customers or jobs and it really simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a quick before dealing with an innovative demand is using the type so a kind basically takes all your columns and makes it a link that other people can fill out which they can upload 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 okay let me reveal you how to produce a kind however essentially this type is available in here and then the group lead of the innovative design team or any other group can designate a particular designer to work on it so let me show you people how to produce and include a form if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men examine the view section since it’s just another method to show um all your items 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 specific columns not the person column of course however other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can publish this file if you wish to need it you can always do a checkbox and then they can’t submit the form without filling this info in so you can really just create any column with anything that you men need when an innovative request comes in make it a kind share the type preview the show you people how a kind looks like um the name of the demand you want you want to add a certain short with a particular i know each business has a specific structure that

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they utilize um when do you need it by the top priority 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 site copy it send it to whoever let’s just make look i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can add a particular file for example today everything is in the preparation ideas phase and i require the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest priority i want to submit it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to enter the very first group which is important to know and then it can be called demands or ideas coming in and then i can just proceed take it and move it to a specific group that i believe 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 on how you detail your workflow simply to ensure 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 compose yes so i can get feedback while you guys are listening yay yes yes incredible amazing incredible i’m glad you people are listening and comprehend whatever terrific um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them too and now i’ll just offer like a quick summary this is the person column as you guys understand 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 likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can populate several columns on one board yes dell you are proper every column that you produce can be almost every column you produce can be in a type view and individuals can fill it out and it is available in as an item on the board great so this is our column center what we use here is a concern one we called it concern however it’s generally a ranking column um we have a. Monday.Com And Teams Integration

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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 search facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain project i’m dealing with i can simply link them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you guys understand 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 could show you men get rid of deadline mode essentially what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Monday.Com And Teams Integration