Monday.Com Workflow App – Work Without Limits

This article is focused on answering Monday.Com Workflow App …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page requests think of it more like innovative demands from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that as well and finally i’m going to reveal you control panels um so let’s start in a minute i just wish to bring 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 presuming

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you people i’m simply gon na reveal um discuss the fundamentals actually quickly however i make sure you people understand that this is a board every 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 fun things so the way i divided my board here is in between months however you can do this between jobs or clients and it truly just depends on 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 before dealing with a creative demand is using the type so a type essentially takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to produce and i’ll okay let me show you how to create a kind however essentially this form can be found in here and after that the group lead of the innovative style group or any other group can appoint a certain designer to work on it so let me show you men how to produce and include a kind if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you guys check the view section because it’s simply another way to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the kind view and like i said it takes particular columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can truly just create any column with anything that you people require when an imaginative demand can be found in make it a kind share the form sneak peek the show you guys how a kind looks like um the name of the request you want you wish to add a certain brief with a specific i understand each business has a specific structure that

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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one second let me click on 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 look i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can include a certain apply for example today everything remains in the planning ideas stage and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest priority i wish to send it and let me reveal you men how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is important to know and then it can be called requests or ideas can be found in and then i can simply go on 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 group or another board depending on how you detail your workflow just to make certain 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 write yes so i can get feedback while you people are listening yay yes yes remarkable amazing incredible i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them as well but now i’ll just give like a brief introduction this is the individual column as you guys know we have our seven 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 likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be nearly every column you produce can be in a kind view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a priority one we named it top priority but it’s essentially a rating column um we have actually a. Monday.Com Workflow App

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file column and we have a tags column what i like 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 guys how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a specific project i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m uncertain if you men understand what this is but 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 could show you people get rid of due date mode basically what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Monday.Com Workflow App