Monday Com Outlook Integration – Work Without Limits

This article is focused on answering Monday Com Outlook 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 reveal you 3 specific on boards which are use cases for banner and landing page requests think about it more like creative requests from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to show 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 reveal you men that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin incredible fine let’s start and landing page request i’m assuming

 

you guys i’m just gon na reveal um talk about the fundamentals truly quickly however i’m sure you guys know 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 go over combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this in between projects or customers and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief prior to working on a creative demand is using the type so a type essentially takes all your columns and makes it a link that other people can fill out which they can publish 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 all right let me show you how to develop a type however basically this type can be found in here and then the team lead of the imaginative style group or any other team can assign a particular designer to deal with it so let me reveal you people how to create and add a type if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you people examine the view section since it’s simply another way to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i said it takes specific columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can submit this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this information in so you can actually simply produce any column with anything that you guys need when a creative request is available in make it a kind share the type sneak peek the show you men how a type looks like um the name of the demand you desire you want to add a particular quick with a particular i understand each company has a certain structure that

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they utilize um when do you require it by the concern and so on etc 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 show 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 is in the preparation ideas phase and i need the imaginative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in highest priority i wish to send it and let me show 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 necessary to understand and then it can be called concepts or demands coming in and then i can just proceed take it and move it to a specific 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 on how you detail your workflow simply to make sure you guys 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 compose yes so i can get feedback while you men are listening yay yes yes incredible awesome amazing i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them as well and now i’ll simply give like a quick overview this is the individual column as you people understand we have our seven core columns here and then 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 likewise as a view we’ll get to that um quickly um dale you just ask presuming one type can populate 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 is available in as an item on the board terrific so this is our column center what we use here is a priority one we named it concern however it’s basically a ranking column um we have a. Monday Com Outlook 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 search 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 particularly i can see that it’s another board and after that if i have a certain task i’m dealing with i can simply link them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i like the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you guys understand what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could reveal you people eliminate due date 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 Outlook Integration