Monday Com Office 365 Integration – Easily build, run, and scale

This article is focused on answering Monday Com Office 365 Integration …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 usage cases for banner and landing page demands think about it more like creative demands from designers content 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 show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that too and lastly i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin incredible fine let’s begin and landing page request i’m presuming

 

you guys i’m just gon na reveal um speak about the essentials really quickly but i make sure you guys know that this is a board each one of these are called each row and a group 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 but you can do this between customers or jobs and it really simply 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 working on an imaginative demand is using the form so a type basically takes all your columns and makes it a link that other people can submit which they can submit 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 alright let me show you how to develop a form however basically this form can be found in here and then the team lead of the innovative design team or any other group can appoint a particular designer to work on it so let me reveal you guys how to add a kind and develop if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men examine the view area due to the fact that it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i stated it takes particular columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can upload this file if you wish to require it you can always do a checkbox and after that they can’t send the kind without filling this details in so you can actually simply develop any column with anything that you men require when an imaginative demand comes in make it a form share the form preview the program you guys how a form looks like um the name of the request you want you want to add a certain brief with a certain i know each business has a particular structure that

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they utilize um when do you need it by the 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 website copy it send it to whoever let’s simply make appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can add a specific declare example today whatever remains in the preparation ideas stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest concern i wish to send it and let me reveal 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 important to understand and then it can be called demands or ideas being available in and then i can simply go on take it and move it to a specific group that i think 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 board or another group depending on how you outline your workflow just to make sure you guys 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 simply compose yes so i can get feedback while you people are listening yay yes yes amazing amazing remarkable i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them also but now i’ll simply provide like a brief overview this is the individual column as you people know we have our 7 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 likewise on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can populate several columns on one board yes dell you are right every column that you develop can be almost every column you develop can be in a kind view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we use here is a concern one we named it top priority but it’s generally a rating column um we have a. Monday Com Office 365 Integration

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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 search facebook it’s going to do a cross board search let me show you guys 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 certain project i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i love the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you people 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 due date mode is let me undo this so i might reveal you people eliminate deadline mode generally what i want to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Monday Com Office 365 Integration