This article is focused on answering Does Monday.Com Sync With Outlook …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 particular on boards which are usage cases for banner and landing page demands consider it more like creative demands from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that too and lastly i’m going to show you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin awesome fine let’s begin and landing page demand i’m assuming
you guys i’m just gon na reveal um talk about the fundamentals actually quickly but i make certain you people understand 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 discuss integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this between customers or tasks and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief before dealing with a creative demand is utilizing the form so a type generally takes all your columns and makes it a link that other individuals can submit 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 create and i’ll all right let me reveal you how to develop a form however essentially this type can be found in here and then the team lead of the innovative design team or any other group can appoint a certain designer to work on it so let me show you men how to add a type and develop 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 examine the view section because it’s simply another method to show 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 stated it takes certain columns not the individual column naturally however other columns that you can conceal or make um viewable for the person that is going to be provided the form they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t send the form without filling this details in so you can actually simply produce any column with anything that you people need when an imaginative request can be found in make it a kind share the kind sneak peek the program you guys how a type appears like um the name of the demand you desire you want to include a specific short with a specific i know each company has a particular structure that
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they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one 2nd let me click on the kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make look i’ll just show you men let’s fill it in and you can see um webinar request test i can add a specific declare example right now everything remains in the preparation concepts stage and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest top priority i want to submit it and let me reveal you guys how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is very important to know and then it can be called requests or concepts coming in and after that i can just proceed take it and move it to a specific group that i believe 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 detail your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes amazing remarkable amazing i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them too now i’ll just offer like a quick introduction this is the individual column as you guys know we have our 7 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 soon um dale you just ask assuming one form can occupy several columns on one board yes dell you are appropriate every column that you create can be almost every column you develop can be in a type view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we utilize here is a priority one we called it priority however it’s basically a score column um we have a. Does Monday.Com Sync With Outlook
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Does Monday.Com Sync With Outlook