Monday.Com Workflow App 2022

This article is focused on answering Monday.Com Workflow App …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three specific on boards which are usage cases for banner and landing page demands think of it more like imaginative requests from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss 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 reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to begin amazing fine let’s start and landing page demand i’m presuming

 

you guys i’m simply gon na show um discuss the basics really quickly however i make certain you men understand 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 review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this between tasks or customers and it really simply depends on 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 type essentially takes all your columns and makes it a link that other individuals can complete 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 want the designer to develop and i’ll alright let me show you how to develop a type however essentially this type is available in here and after that the team lead of the creative style group or any other group can appoint a particular designer to deal with it so let me reveal you guys how to add a kind and develop if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people examine the view section because it’s simply another method to show um all your items just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the kind view and like i stated it takes particular columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the type they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t submit the form without filling this information in so you can truly simply develop any column with anything that you people require when a creative request comes in make it a kind share the kind preview the show you people how a kind looks like um the name of the demand you want you want to add a certain quick with a specific i know each company has a particular structure that

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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click on the form 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 appearance i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a certain file for example today everything is in the planning ideas phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest concern i wish to submit it and let me show you guys how it can be found in on the board webinar request test so it’s always going to enter into the first group which is important to understand and then it can be called ideas or requests being available in and then i can just go ahead take it and move it to a particular group that i think it matters for in this case it needs 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 describe 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 comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes incredible awesome incredible i’m glad you people are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them also now i’ll simply offer like a short overview this is the person column as you people know we have our seven core columns here and then 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 quickly um dale you simply ask assuming one kind can occupy several columns on one board yes dell you are proper every column that you develop can be almost every column you develop can be in a kind view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a top priority one we called it priority however it’s basically a score column um we have actually a. Monday.Com Workflow App

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file column and we have a tags column what i enjoy about the tag column is if i click on 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 browse 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 particular job i’m working on i can just link them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i enjoy the tech college let me just leave here [Music] all right um [Music] and yeah and i’m unsure if you men know what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i could reveal you guys remove deadline mode basically what i want to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Monday.Com Workflow App