How To Integrate With Microsoft Teams – Work Without Limits

This article is focused on answering How To Integrate With Microsoft Teams …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 3 specific on boards which are usage cases for banner and landing page requests consider 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 review marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show 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 reveal you people that too and lastly i’m going to show you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wished to show you men so i have it open and then we’re going to start remarkable okay let’s start and landing page request i’m assuming

 

you guys i’m just gon na show um discuss the essentials truly rapidly but i make sure 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 discuss combinations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this between clients or tasks and it really just depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a short before working on an innovative demand is utilizing the type so a form essentially 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 searching for the size of uh the banner that they desire the designer to create and i’ll fine let me reveal you how to create a type however generally this form can be found in here and after that the team lead of the innovative style group or any other group can appoint a particular designer to work on it so let me reveal you people how to develop and include a type if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you men inspect the view section due to the fact that it’s simply another way to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i stated it takes particular columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can upload this file if you want to need it you can constantly do a checkbox and then they can’t send the kind without filling this details in so you can truly simply create any column with anything that you people require when an imaginative request can be found in make it a form share the type preview the show you people how a form appears like um the name of the request you desire you want to add a specific quick with a particular i understand each business has a specific structure that

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they utilize um when do you need it by the concern and so on etc um you can take this link after put one second let me click on 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 just make look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a particular file for example today everything remains in the planning concepts stage and i require the imaginative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in highest top priority i want to send it and let me reveal you men how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is very important to understand and after that it can be called ideas or demands can be found in and after that i can simply proceed take it and move it to a particular group that i believe it’s relevant 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 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 comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes incredible remarkable amazing i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them too now i’ll just provide like a short overview this is the individual column as you people know we have our seven 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 simply ask assuming one form can occupy numerous columns on one board yes dell you are correct every column that you develop can be almost every column you create can be in a type view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we use here is a priority one we named it concern however it’s essentially a score column um we have a. How To Integrate With Microsoft Teams

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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 today 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 people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a specific task i’m dealing with i can merely connect 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 like the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m uncertain if you men know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i could show you guys remove deadline mode generally what i want to do i wish to set as due date i want to take the status column but i could take any status column i have for example the. How To Integrate With Microsoft Teams