Monday.Com Automations For Subitems 2022 – dream workflows

This article is focused on answering Monday.Com Automations For Subitems …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 three specific on boards which are use cases for banner and landing page requests consider it more like imaginative demands from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to begin remarkable okay let’s start and landing page request i’m presuming

 

you men i’m simply gon na reveal um talk about the fundamentals truly rapidly but i make sure you men understand that this is a board each one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this in between customers or tasks and it truly 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 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 complete which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll fine let me show you how to create a type however basically this kind is available in here and then the team lead of the innovative style group or any other group can appoint a certain designer to deal with it so let me show you people how to include a type and produce if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men check the view section since it’s just another way to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the type view and like i stated it takes specific columns not the individual column naturally however other columns that you can conceal or make um viewable for the person that is going to be given the kind they can upload 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 truly simply develop any column with anything that you people need when a creative demand can be found in make it a form share the type sneak peek the program you people how a kind appears like um the name of the demand you want you want to add a certain brief with a certain i understand each company has a certain 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 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 men let’s fill it in and you can see um webinar demand test i can include a particular file for example today everything is in the preparation concepts stage and i require the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in highest top priority i wish to submit it and let me reveal you guys how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is very important to know and after that it can be called demands or concepts can be found in and then i can just go ahead take it and move it to a specific group that i believe it matters 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 describe your workflow just 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 form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes remarkable amazing amazing i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them as well now i’ll simply offer like a quick introduction this is the individual column as you people understand we have our 7 core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one kind can populate numerous columns on one board yes dell you are right every column that you create can be practically every column you develop can be in a kind view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a concern one we called it concern but it’s essentially a ranking column um we have a. Monday.Com Automations For Subitems

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file column and we have a tags column what i enjoy 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 browse facebook it’s going to do a cross board search let me reveal you people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific project i’m working on 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 enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m uncertain if you guys 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 deadline mode is let me reverse this so i could show you men get rid of due date mode basically what i wish to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Monday.Com Automations For Subitems