This article is focused on answering Monday Com Outlook Calendar Integration …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 show you 3 particular on boards which are use cases for banner and landing page requests consider it more like creative demands 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 wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that too and lastly i’m going to show you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wanted to show you men so i have it open and then we’re going to begin amazing alright let’s begin and landing page request i’m assuming
you people i’m simply gon na show um talk about the fundamentals really rapidly however i’m sure you men understand 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 discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between customers or projects and it actually simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief before dealing with an imaginative request is utilizing the form so a kind basically takes all your columns and makes it a link that other people can submit 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 show you how to produce a form however essentially this kind can be found in here and after that the team lead of the imaginative style team or any other group can assign a certain designer to deal with it so let me reveal you men how to add a form and create if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men examine the view section since it’s simply another method to show um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the form view and like i said it takes specific columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t submit the form without filling this info in so you can really just create any column with anything that you guys need when an innovative demand can be found in make it a form share the form sneak peek the show you people how a kind looks like um the name of the demand you desire you want to include a particular brief with a particular i know each business has a particular structure that
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they use 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 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 appearance i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can add a specific file for example today everything is in the preparation ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest top priority i want to send it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is very important to understand and after that it can be called demands or concepts can be found in and after that i can simply go ahead 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 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 simply to ensure you people 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 incredible remarkable incredible i’m glad you people are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them also today i’ll simply provide like a brief summary this is the person column as you men 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 occupy numerous columns on one board yes dell you are correct every column that you develop can be almost every column you produce can be in a kind view and individuals can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a priority one we called it priority however it’s generally a ranking column um we have a. Monday Com Outlook Calendar Integration
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file column and we have a tags column what i like 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 specifically i can see that it’s another board and then if i have a particular task i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure 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 could show you men remove due date mode basically what i want to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Monday Com Outlook Calendar Integration