Monday Com Harvest Integration – Work Without Limits

This article is focused on answering Monday Com Harvest Integration …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated 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 consider it more like creative demands from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a slip 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 show you guys that too and lastly i’m going to show you control panels um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you men so i have it open and then we’re going to start incredible alright let’s begin and landing page demand i’m assuming

 

you men i’m simply gon na reveal um speak about the essentials really quickly however i’m sure you men know 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 fun stuff so the method i divided my board here is in between months however you can do this in between customers or jobs and it actually just depends on 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 brief prior to working on a creative demand is using the form so a form essentially takes all your columns and makes it a link that other people can fill out 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 produce and i’ll okay let me reveal you how to develop a form but basically this kind comes in here and then the team lead of the innovative style team or any other team can designate a particular designer to deal with it so let me reveal you people 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 men check the view section because it’s just another way to show um all your items just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the kind view and like i said it takes certain columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can really simply develop any column with anything that you men need when an imaginative demand comes in make it a type share the kind sneak peek the show you people how a type appears like um the name of the demand you desire you wish to add a particular short with a certain i know 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 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 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 add a certain file for example right now everything remains in the planning concepts stage and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest concern i wish to send it and let me show you men how it is available in on the board webinar demand test so it’s constantly going to come into the very first group which is very important to know and then it can be called requests or ideas coming in and after that i can simply proceed take it and move it to a certain 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 board or another group depending on how you describe your workflow simply to ensure you guys 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 people are listening yay yes yes remarkable amazing incredible i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them also but now i’ll simply offer like a short summary this is the individual column as you people know we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are proper every column that you produce can be practically every column you produce can be in a form view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we utilize here is a concern one we named it priority however it’s basically a score column um we have actually a. Monday Com Harvest Integration

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file column and we have a tags column what i love 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 reveal you men how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain project i’m dealing with i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i find that very 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 uncertain 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 due date mode is let me reverse this so i could reveal you guys remove deadline mode basically what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday Com Harvest Integration