This article is focused on answering Monday Com Toggl 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 reveal you 3 specific on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to show you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you men so i have it open and then we’re going to start awesome all right let’s start and landing page request i’m presuming
you men i’m just gon na reveal um discuss the basics truly quickly however i’m sure you people know that this is a board each one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between tasks or clients and it actually just depends upon 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 quick before working on an innovative request is utilizing the form so a form essentially takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to produce a form but essentially this kind can be found in here and then the team lead of the innovative design group or any other group can assign a particular designer to deal with it so let me reveal you guys how to add a type and produce if anything is too quick or something is not clear please compose 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 because it’s simply another way to reveal um all your items just 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 type view and like i said it takes particular columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this details in so you can truly just develop any column with anything that you guys need when an imaginative demand can be found in make it a type share the type preview the show you people how a type looks like um the name of the request you want you want to include a certain quick with a particular i understand each business has a certain structure that
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they utilize um when do you require it by the top priority and so on etc um you can take this link after put one second let me click the kind 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 men let’s fill it in and you can see um webinar demand test i can include a particular file for example right now whatever remains in the planning concepts stage and i need the innovative 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 concern i want to send it and let me show you guys how it is available in on the board webinar request test so it’s constantly going to come into the first group which is very important to know and after that it can be called requests or ideas being available in and then i can simply proceed take it and move it to a certain group that i think it matters 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 group or another board depending upon how you outline your workflow just to make certain you men 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 write yes so i can get feedback while you guys are listening yay yes yes incredible incredible amazing i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them too now i’ll just provide like a brief introduction this is the person column as you people know we have our 7 core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can populate several 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 kind view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a priority one we named it priority but it’s basically a rating column um we have a. Monday Com Toggl Integration
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file column and we have a tags column what i enjoy about the tag column is if i click 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 then if i have a specific project i’m working on i can just connect them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you people 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 might reveal you people remove deadline mode generally what i wish to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Monday Com Toggl Integration