Monday.Com For Procurement 2022

This article is focused on answering Monday.Com For Procurement …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 consider it more like creative requests from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you guys that also and last but not least i’m going to show you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to reveal you men so i have it open and then we’re going to start awesome fine let’s start and landing page demand i’m presuming

 

you people i’m just gon na show um talk about the essentials really rapidly however i make sure you guys know that this is a board every one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this between customers or jobs and it truly just depends on 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 short prior to working on a creative demand is utilizing the form so a type basically takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll okay let me show you how to create a kind but generally this form can be found in here and then the group lead of the innovative style team or any other group can assign a certain designer to deal with it so let me show you men how to produce and include a form if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you guys check the view area due to the fact that 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 method to see um particular things on your board so close the kind view and like i said it takes certain columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be offered the kind they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t send the kind without filling this details in so you can truly simply develop any column with anything that you men need when an imaginative request comes in make it a kind share the form preview the show you men how a form appears like um the name of the request you want you want to include a certain short with a specific i understand each company has a certain structure that

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they utilize um when do you require it by the top priority and so on and so forth 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 appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can include a specific file for example today everything is in the planning concepts stage and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest priority i want to send it and let me reveal you people how it can be found in on the board webinar request test so it’s constantly going to enter the first group which is very important to know and then it can be called demands or ideas can be found in and after that i can simply go ahead take it and move it to a particular group that i think it matters 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 detail your workflow simply to make certain you people 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 just write yes so i can get feedback while you people are listening yay yes yes remarkable remarkable incredible i’m glad you men are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them as well now i’ll just give like a quick overview this is the person column as you people understand we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can populate several columns on one board yes dell you are correct every column that you produce can be nearly every column you produce can be in a form view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we use here is a priority one we called it top priority however it’s essentially a rating column um we have a. Monday.Com For Procurement

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file column and we have a tags column what i enjoy 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 particularly i can see that it’s another board and after that if i have a specific project i’m dealing with i can simply connect 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 just get out of here [Music] fine um [Music] and yeah and i’m unsure if you men understand what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i might show you men remove deadline mode generally what i want to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Monday.Com For Procurement