How To Create Recurring Tasks In Monday Com – Work Without Limits

This article is focused on answering How To Create Recurring Tasks In Monday Com …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page demands think of it more like imaginative demands from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a sneak peek 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 reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to begin amazing fine let’s start and landing page demand i’m presuming

 

you men i’m simply gon na reveal um speak about the essentials actually quickly however i’m sure you guys understand that this is a board each one of these are called each row and a group 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 between months however you can do this in between jobs or customers and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick prior to working on an innovative request is using the type so a kind basically takes all your columns and makes it a link that other people 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 produce and i’ll fine let me reveal you how to develop a form but generally this form can be found in here and then the group lead of the innovative design group or any other team can appoint a particular designer to deal with it so let me show you men how to include a kind and create if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people examine the view area due to the fact that it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type view and like i stated it takes particular 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 offered the kind they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this info in so you can actually just produce any column with anything that you men need when an innovative request comes in make it a form share the form preview the show you people how a kind appears like um the name of the demand you want you wish to add a certain quick with a certain i understand each business has a specific structure that

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they utilize um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll just show you guys let’s fill it in and you can see um webinar demand test i can include a specific apply for example right now everything is in the preparation ideas stage and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest concern i wish to send it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to enter the very first group which is very important to understand and then it can be called requests or concepts can be found in and after that i can just proceed take it and move it to a particular group that i believe it matters for in this case it needs 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 on how you describe your workflow simply to make sure you people 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 just write yes so i can get feedback while you guys are listening yay yes yes remarkable amazing amazing 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 write me in the chat and i’ll discuss them as well but now i’ll just provide like a short overview this is the person column as you guys know we have our seven 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 quickly um dale you simply ask presuming one kind can populate several columns on one board yes dell you are appropriate every column that you produce can be practically every column you develop can be in a kind view and individuals 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 utilize here is a priority one we called it concern however it’s essentially a rating column um we have a. How To Create Recurring Tasks In Monday Com

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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 browse facebook it’s going to do a cross board search let me reveal you guys 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 task i’m dealing with i can just link them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i enjoy the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m unsure if you men understand 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 undo this so i might reveal you people get rid of due date mode basically what i want to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. How To Create Recurring Tasks In Monday Com