Monday.Com Automation Timeline 2022 – dream workflows

This article is focused on answering Monday.Com Automation Timeline …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 specific on boards which are usage cases for banner and landing page demands consider it more like imaginative demands from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to begin awesome all right let’s start and landing page request i’m assuming

 

you men i’m just gon na show um speak about the fundamentals truly rapidly however i’m sure you guys know that this is a board every one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this in between clients or tasks and it really just depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief before working on an innovative demand is utilizing the form so a type generally takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to develop and i’ll all right let me show you how to produce a kind but generally this form can be found in here and then the team lead of the imaginative style team or any other team can appoint a particular designer to work on it so let me show you guys how to develop and include a form 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 add view i advise you people inspect the view area due to the fact that it’s simply another way to show 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 certain things on your board so close the form view and like i said it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the individual that is going to be provided the form they can submit this file if you want to require it you can always do a checkbox and then they can’t send the kind without filling this info in so you can actually just produce any column with anything that you men need when an imaginative request is available in make it a kind share the form sneak peek the program you guys how a kind looks like um the name of the request you desire you wish to include a specific short 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 concern and so on etc 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 look i’ll simply show you people let’s fill it in and you can see um webinar request test i can include a particular file for example today whatever remains in the preparation ideas stage and i need the creative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in highest priority i wish to send it and let me reveal you men how it comes in on the board webinar demand test so it’s always going to enter the very first group which is necessary to know and after that it can be called demands or ideas coming in and then i can simply go on take it and move it to a specific group that i believe it’s relevant for in this case it requires 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 sure you guys 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 men are listening yay yes yes awesome amazing awesome i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them also now i’ll just give like a quick overview this is the person column as you guys know 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 item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one kind can occupy a number of columns on one board yes dell you are right every column that you develop can be almost every column you create can be in a form view and individuals can fill it out and it can be found in as an item on the board great so this is our column center what we utilize here is a concern one we called it concern but it’s basically a score column um we have actually a. Monday.Com Automation Timeline

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Monday.Com Automation Timeline