Monday Com Automations 2022 – dream workflows

This article is focused on answering Monday Com Automations …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 show you three specific on boards which are use cases for banner and landing page demands think about it more like innovative demands from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip a sneak peek 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 too 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 after that we’re going to start amazing fine let’s start and landing page request i’m presuming

 

you people i’m simply gon na reveal um talk about the essentials truly rapidly however i make certain you people know that this is a board each one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more fun things so the method i divided my board here is between months but you can do this in between jobs or clients and it truly just 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 brief before working on an innovative demand is using the type so a type generally takes all your columns and makes it a link that other individuals can complete 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 desire the designer to develop and i’ll fine let me show you how to develop a form however basically this form can be found in here and then the team lead of the creative design group or any other team can appoint a specific designer to deal with it so let me show you guys how to create and include a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you men check the view area because it’s just another method 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 specific things on your board so close the type view and like i said it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the form they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the form without filling this information in so you can actually just produce any column with anything that you people need when an innovative demand comes in make it a type share the type preview the show you people how a form appears like um the name of the demand you desire you want to include a particular short with a specific i understand each company 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 type 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 appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can add a particular declare example today whatever is in the preparation ideas stage and i require the innovative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest concern i want to send it and let me show 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 necessary to know and then it can be called concepts or demands can be found in and then i can simply 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 may so i’m going to keep it in this group i can move it to another board or another group depending upon how you detail 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 comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes awesome amazing amazing i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them also now i’ll just provide like a quick overview this is the person column as you people know we have our 7 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 presuming one form can occupy numerous columns on one board yes dell you are correct every column that you develop can be practically every column you create can be in a kind view and people can fill it out and it is available in as an item on the board excellent so this is our column center what we use here is a priority one we called it concern however it’s basically a score column um we have actually a. Monday Com Automations

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file column and we have a tags column what i like about the tag column is if i click 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 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 then if i have a particular project i’m dealing with i can merely link them with tags and after that 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 get out of here [Music] all right um [Music] and yeah and i’m not sure if you people 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 due date mode is let me reverse this so i could show you men remove deadline mode essentially what i wish to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday Com Automations