Monday Com Office 365 Integration – Work Without Limits

This article is focused on answering Monday Com Office 365 Integration …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 particular on boards which are usage cases for banner and landing page demands think about it more like innovative requests from designers content 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 go over marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that also and lastly i’m going to show you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to start incredible all right let’s start and landing page request i’m assuming

 

you guys i’m just gon na show um talk about the basics really quickly however i’m sure you men 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 discuss integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this between projects or customers and it truly simply depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with an innovative demand is using the form so a kind basically 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 produce and i’ll fine let me show you how to produce a form but essentially this kind can be found in here and after that the team lead of the imaginative style group or any other team can assign a specific designer to deal with it so let me reveal you men how to add a kind and produce if anything is too fast or something is not clear 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 area since it’s simply another method to reveal um all your items 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 form view and like i said it takes particular columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be provided the type they can upload 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 information in so you can truly just develop any column with anything that you guys need when an innovative demand can be found in make it a type share the form preview the show you men how a type looks like um the name of the request you want you wish to include a specific quick with a specific i understand each business 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 second let me click 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 appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can include a certain declare example right now everything remains in the planning concepts stage and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest concern i want to submit it and let me show you guys how it is available in on the board webinar request test so it’s always going to enter into the first group which is necessary to know and after that it can be called ideas or demands coming in and then 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 might so i’m going to keep it in this group i can move it to another group or another board depending upon how you detail 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 comprehended the type and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes remarkable incredible awesome i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them also and now i’ll just provide like a quick introduction this is the person column as you people understand we have our seven core columns here and after that we have more interesting 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 quickly um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are appropriate every column that you develop can be nearly every column you develop can be in a type view and people can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a top priority one we named it priority however it’s generally a rating column um we have a. Monday Com Office 365 Integration

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Monday Com Office 365 Integration