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