Monday Com Recurring Tasks – Work Without Limits

This article is focused on answering Monday Com Recurring Tasks …I’m a customer success supervisor 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 of it more like imaginative demands from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that also and finally i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start amazing fine let’s start and landing page demand i’m assuming

 

you people i’m simply gon na show um talk about the fundamentals truly rapidly but i make certain you men know that this is a board each one of these are called a group and each row is called a product today we’re going to go over integrations 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 projects or clients and it really simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a quick prior to dealing with a creative demand is using the kind so a type basically takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll all right let me reveal you how to produce a form however essentially this kind comes in here and then the group lead of the creative design group or any other group can appoint a particular designer to work on it so let me reveal you people how to produce and add a kind if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you men inspect the view section due to the fact that it’s just another way to reveal 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 certain columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t send the form without filling this information in so you can truly just create any column with anything that you people need when a creative request can be found in make it a kind share the kind preview the program you guys how a type appears like um the name of the demand you want you want to add a specific brief with a specific i understand each company has a specific structure that

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they utilize um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click 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 simply reveal you men let’s fill it in and you can see um webinar request test i can add a specific declare example today whatever remains in the preparation concepts stage and i need the creative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in highest top priority i want to submit it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is essential to know and then it can be called ideas or requests can be found in and then i can simply go on take it and move it to a particular group that i think it’s relevant 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 just to make sure 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 just write yes so i can get feedback while you guys are listening yay yes yes awesome remarkable amazing i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them as well now i’ll just offer like a quick summary this is the individual column as you guys 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy a number of columns on one board yes dell you are appropriate every column that you create can be almost every column you create 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 use here is a priority one we called it concern but it’s generally a rating column um we have a. Monday Com Recurring Tasks

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Monday Com Recurring Tasks