Monday.Com Automations Across Boards 2022 – dream workflows

This article is focused on answering Monday.Com Automations Across Boards …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page demands think of it more like imaginative demands from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in email 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 guys that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin incredible alright let’s begin and landing page request i’m assuming

 

you guys i’m simply gon na reveal um discuss the essentials actually quickly however i make certain you people understand 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 discuss 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 in between tasks or clients and it actually simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick before dealing with an innovative request is using the form so a kind 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 trying to find the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to produce a kind however basically this type is available in here and after that the group lead of the imaginative style team or any other group can assign a specific designer to work on it so let me show you men how to create and include a kind 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 add view i recommend you guys inspect the view section due to the fact that 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 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 offered the form they can publish this file if you wish to need it you can constantly do a checkbox and then they can’t send the kind without filling this details in so you can really just produce any column with anything that you people need when an innovative demand can be found in make it a kind share the type preview the program you guys how a kind appears like um the name of the demand you desire you want to include a particular quick with a particular i know each company has a specific structure that

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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one second let me click the type 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 just show you guys let’s fill it in and you can see um webinar demand test i can include a specific file for example today everything is in the preparation concepts phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest priority i wish to submit it and let me reveal you people how it can be found in on the board webinar demand test so it’s constantly going to come into the very first group which is essential to understand and after that it can be called ideas or requests coming in and after that i can simply go ahead 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 board or another group depending on how you outline your workflow simply to make certain you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes awesome incredible amazing i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them too but now i’ll simply offer like a quick summary this is the person column as you men know we have our seven core columns here and after that 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 just ask presuming one form can populate several columns on one board yes dell you are right every column that you produce can be nearly every column you create can be in a type view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a priority one we named it concern however it’s essentially a rating column um we have a. Monday.Com Automations Across Boards

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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 today 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 men 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 job i’m dealing with i can simply link them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i like the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m unsure if you guys understand what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i could reveal you men get rid of deadline mode essentially what i want to do i wish to set as due date i want to take the status column but i could take any status column i have for example the. Monday.Com Automations Across Boards