Monday.Com Best Automations 2022 – dream workflows

This article is focused on answering Monday.Com Best 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 reveal you 3 specific on boards which are use cases for banner and landing page demands consider it more like innovative requests from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that as well and finally i’m going to reveal you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wished to show you guys so i have it open and then we’re going to start incredible okay let’s begin and landing page request i’m assuming

 

you men i’m just gon na show um discuss the fundamentals really rapidly but i’m sure you men 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 review integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between customers or jobs and it actually simply depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a quick before working on an imaginative demand is utilizing the kind so a kind basically takes all your columns and makes it a link that other individuals can fill out 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 produce and i’ll all right let me show you how to create a type but generally this form can be found in here and then the group lead of the creative design group or any other group can appoint a specific designer to deal with it so let me reveal you men how to develop and include a type 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 include view i suggest you guys check the view area due to the fact that it’s simply another way to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the form 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 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 truly simply develop any column with anything that you guys need when an innovative request is available in make it a type share the type sneak peek the program you guys how a type appears like um the name of the demand you desire you wish to add a specific quick with a specific i know each company has a certain structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the concern and so on and so forth 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 website copy it send it to whoever let’s simply make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a particular file for example right now everything remains in the preparation concepts stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest top priority i wish to submit it and let me show you men how it is available in on the board webinar request test so it’s always going to enter the very first group which is important to understand and then it can be called ideas or requests coming in and then i can just go ahead take it and move it to a particular group that i believe it’s relevant 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 on how you describe your workflow simply to make sure you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes incredible remarkable amazing i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them too today i’ll simply offer like a quick summary this is the individual column as you guys 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one kind can populate numerous columns on one board yes dell you are right every column that you create can be nearly every column you develop can be in a form view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a top priority one we named it top priority but it’s basically a rating column um we have actually a. Monday.Com Best Automations

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Monday.Com Best Automations