Monday.Com Approvals – Work Without Limits

This article is focused on answering Monday.Com Approvals …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page demands think about it more like creative demands from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you desire 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 incorporate with facebook for facebook ads so i’ll show you people that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin awesome alright let’s start and landing page request i’m presuming

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you men i’m simply gon na reveal um discuss the fundamentals really rapidly but i make certain you guys know that this is a board every one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between jobs or clients 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 quick before working on an innovative demand is using the kind so a type generally takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to develop and i’ll okay let me show you how to create a type however basically this kind can be found in here and then the team lead of the imaginative design team or any other team can appoint a specific designer to deal with it so let me reveal you people how to include a form and create if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you guys examine the view section because it’s just another way to reveal 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 type view and like i said it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be given the kind they can publish this file if you wish to need it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can truly simply create any column with anything that you people require when a creative request is available in make it a kind share the form 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 know each company has a particular structure that

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they use 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 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 simply make look i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can include a particular apply for example right now whatever is in the planning ideas phase and i require the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest concern i wish to submit it and let me reveal you guys how it comes in on the board webinar request test so it’s always going to enter into the very first group which is necessary to know and then it can be called demands or concepts being available in and then i can just proceed take it and move it to a specific group that i believe it’s relevant 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 on how you outline 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 kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes awesome incredible remarkable i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them too now i’ll just give like a quick introduction this is the person 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 product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one type can populate numerous columns on one board yes dell you are right every column that you produce can be almost every column you produce can be in a kind view and individuals can fill it out and it is available in as an item on the board terrific so this is our column center what we utilize here is a top priority one we called it concern however it’s basically a rating column um we have a. Monday.Com Approvals

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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 show you people 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 dealing with i can just link them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you people know what this is but 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 could show you men eliminate deadline mode generally what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Monday.Com Approvals