Monday Com Automation Between Boards 2022 – dream workflows

This article is focused on answering Monday Com Automation Between Boards …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 show you three particular on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish 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 be able to integrate with facebook for facebook ads so i’ll reveal you men that too and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin awesome fine let’s start and landing page demand i’m presuming

you guys i’m simply gon na reveal um speak about the basics truly quickly but i make sure you men understand that this is a board every one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this in between tasks or clients and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief prior to working on a creative demand is utilizing the type so a type essentially 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 searching for the size of uh the banner that they want the designer to create and i’ll alright let me show you how to produce a type however basically this form comes in here and after that the group lead of the creative design group or any other group can assign a particular designer to deal with it so let me show you men how to include a kind and develop if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys inspect the view section because it’s simply another method to show 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 particular columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be given the type they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t submit the form without filling this details in so you can really simply develop any column with anything that you guys need when a creative request can be found in make it a type share the type preview the program you men how a form looks like um the name of the request you want you wish to include a specific brief with a particular i understand each company has a particular structure that

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they utilize um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click on the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can include a specific apply for example today whatever is in the planning ideas phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest concern i wish to send it and let me show you guys how it is available in on the board webinar request test so it’s always going to enter the first group which is essential to understand and then it can be called requests or concepts being available in and then i can simply proceed take it and move it to a particular group that i think 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 simply 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 simply write yes so i can get feedback while you people are listening yay yes yes remarkable incredible amazing i’m glad you guys are listening and understand whatever great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them also now i’ll simply give like a quick introduction this is the person column as you guys understand 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one kind can populate several columns on one board yes dell you are proper every column that you create can be nearly every column you produce can be in a type view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a top priority one we named it priority however it’s essentially a score column um we have a. Monday Com Automation Between Boards

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file column and we have a tags column what i enjoy 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 after that if i have a certain task i’m dealing with i can simply 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 enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m unsure if you guys 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 deadline mode is let me reverse this so i might show you people eliminate deadline mode basically what i wish to do i want 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 Automation Between Boards

This article is focused on answering Monday.Com Automation Between Boards …I’m a customer success supervisor 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 demands think of it more like creative demands from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a slip 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 last but not least i’m going to show you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to begin incredible all right let’s start and landing page demand i’m presuming

you people i’m simply gon na show um talk about the fundamentals truly rapidly but i make certain you people understand that this is a board every one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more fun things so the way i divided my board here is between months however you can do this between clients or tasks 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 method to get a short before working on an imaginative request is using the type so a type basically takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll alright let me show you how to create a kind but essentially this kind is available in here and then the team lead of the innovative style group or any other group can assign a particular designer to work on it so let me reveal you people how to add a kind and develop if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you men check the view area since 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 method to see um particular things on your board so close the form view and like i said it takes particular columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be given the kind they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this details in so you can truly simply create any column with anything that you men require when a creative request comes in make it a kind share the type preview the show you men how a kind appears like um the name of the demand you desire you want to include a specific brief with a specific i know each business has a certain structure that

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they utilize um when do you require it by the top priority and so on etc um you can take this link after put one second let me click on the form 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 just show you guys let’s fill it in and you can see um webinar request test i can add a particular file for example right now whatever is in the preparation concepts phase and i need the imaginative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest concern i wish to submit it and let me reveal you people how it is available in on the board webinar request test so it’s always going to come into the first group which is necessary to know and after that it can be called requests or concepts can be found in and after that i can just go ahead take it and move it to a certain group that i think 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 board or another group depending on how you detail your workflow simply to ensure you people 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 compose yes so i can get feedback while you people are listening yay yes yes incredible incredible remarkable i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them too and now i’ll simply provide like a brief introduction this is the person column as you guys know we have our seven 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 also on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one type can populate a number of columns on one board yes dell you are correct every column that you develop can be practically every column you develop can be in a type view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a priority one we called it top priority however it’s generally a ranking column um we have actually a. Monday.Com Automation Between Boards

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Monday.Com Automation Between Boards