Airtable Or Monday 2022 – dream workflows

This article is focused on answering Airtable Or Monday …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page requests think about it more like creative demands from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that also and lastly i’m going to show you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to start awesome fine let’s begin and landing page request i’m presuming

 

you men i’m simply gon na show um talk about the essentials really quickly but i’m 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 review integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this in between jobs or customers and it actually simply depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief before dealing with a creative request is utilizing the kind so a type essentially takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re looking 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 basically this form comes in here and after that the group lead of the imaginative design group or any other team can designate a certain designer to work on it so let me reveal you people how to add a type and create if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you people check the view area because it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i said it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t submit the kind without filling this details in so you can actually just produce any column with anything that you guys need when an imaginative request is available in make it a type share the kind preview the program you guys how a form appears like um the name of the request you desire you wish to include a particular brief with a certain i know each business has a specific structure that

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they use um when do you require 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 site copy it send it to whoever let’s just make appearance i’ll simply show you people let’s fill it in and you can see um webinar request test i can include a certain declare example today whatever is in the planning ideas phase and i require the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i wish to submit it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to come into the first group which is important to know and after that it can be called demands or concepts being available in and after that i can just proceed take it and move it to a particular group that i believe it matters for in this case it needs 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 sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes incredible awesome incredible i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them also now i’ll simply provide like a brief introduction this is the person column as you people understand we have our seven core columns here and then 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 quickly um dale you simply ask presuming one kind can occupy a number of columns on one board yes dell you are appropriate every column that you create can be practically every column you produce can be in a form view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we utilize here is a top priority one we named it top priority however it’s generally a ranking column um we have a. Airtable Or Monday

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file column and we have a tags column what i like about the tag column is if i click on 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 after that if i have a particular project i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i like the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not sure if you people know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i might show you men remove deadline mode basically what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Airtable Or Monday