Monday Com Teams Integration – Easily build, run, and scale

This article is focused on answering Monday Com Teams 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 reveal you 3 specific on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that 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 advertisements so i’ll show you people that too and last but not least i’m going to show you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start amazing alright let’s begin and landing page request i’m presuming

 

you men i’m simply gon na show um discuss the fundamentals actually rapidly but i’m sure you guys 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 review combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this between projects or customers and it truly just depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a short prior to dealing with an imaginative request is utilizing the kind so a form generally takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll alright let me show you how to produce a form but generally this kind can be found in here and then the group lead of the creative design group or any other team can appoint a particular designer to deal with it so let me reveal you men how to develop and add a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you men examine the view section because it’s simply another method to reveal um all your products just 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 certain columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the type they can upload this file if you want to need it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can actually just create any column with anything that you men require when an innovative demand comes in make it a type share the type preview the program you guys how a type looks like um the name of the demand you desire you want to add a particular quick 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 top priority and so on and so forth um you can take this link after put one 2nd 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 just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a particular apply for example today whatever remains in the preparation concepts stage and i require the innovative 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 comes in on the board webinar request test so it’s always going to come into the first group which is important to understand and after that it can be called ideas or demands can be found in and after that i can just go ahead 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 group or another board depending on how you outline 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 understood the type and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes incredible amazing incredible i’m glad you men are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them as well but now i’ll simply give like a short overview this is the person column as you guys understand we have our 7 core columns here and after that 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 assuming one kind can populate a number of columns on one board yes dell you are appropriate every column that you create can be practically every column you develop can be in a kind view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a top priority one we called it concern however it’s essentially a rating column um we have a. Monday Com Teams Integration

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file column and we have a tags column what i love about the tag column is if i click this today 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 people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular job i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly 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 guys understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i might reveal you people get rid of due date mode essentially what i want to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Monday Com Teams Integration