Monday.Com With Outlook 2022

This article is focused on answering Monday.Com 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 reveal you 3 specific on boards which are use cases for banner and landing page demands think of it more like innovative 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 go over marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate 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 begin in a minute i just wish to pull up the um thing that i wanted to show you people so i have it open and then we’re going to begin amazing alright let’s begin and landing page demand i’m presuming

 

you men i’m simply gon na show um talk about the basics really rapidly however i’m sure you men know that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this between customers or projects and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick before working on a creative request is utilizing the form so a form basically takes all your columns and makes it a link that other people 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 reveal you how to create a type however generally this type is available in here and after that the group lead of the innovative design team or any other group can assign a specific designer to deal with it so let me reveal you men how to add a kind and create if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people inspect the view section because it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the form view and like i said it takes certain columns not the individual column of course however other columns that you can hide or make um viewable for the individual that is going to be given the kind they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t send the type without filling this information in so you can truly simply create any column with anything that you guys need when an imaginative demand is available in make it a form share the type sneak peek the program you people how a kind looks like um the name of the request you desire you wish to include a specific brief with a certain i know each business has a certain structure that

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they use um when do you require it by the 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 website copy it send it to whoever let’s simply make look i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can include a particular file for example today everything remains in the preparation ideas phase and i need the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest priority i wish to send it and let me show you guys how it comes in on the board webinar request test so it’s always going to come into the very first group which is important to know and after that it can be called requests or ideas being available in and then i can simply go ahead take it and move it to a certain 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 board or another group depending upon how you describe your workflow just to make sure 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 awesome remarkable incredible i’m glad you guys are listening and understand everything great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them also today i’ll simply offer like a short summary this is the person column as you men understand 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 also on the item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can populate several columns on one board yes dell you are proper every column that you create can be almost every column you create can be in a kind view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a top priority one we named it concern but it’s basically a ranking column um we have actually a. Monday.Com With Outlook

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file column and we have a tags column what i like 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 show you people 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 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 find that very cool and i love i enjoy the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not sure if you guys know what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i might show you men get rid of due date mode essentially what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Monday.Com With Outlook