Monday Com Email To Board 2022 – dream workflows

This article is focused on answering Monday Com Email To Board …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 particular on boards which are usage cases for banner and landing page requests think of it more like imaginative requests from designers material so on etc copywriters um a social networks planning and design 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 want to reveal you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that also and lastly i’m going to show you control panels um so let’s start in a minute i just wish to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to begin remarkable fine let’s begin and landing page demand i’m presuming

 

you men i’m simply gon na show um discuss the fundamentals really quickly however i make certain you people know 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 review combinations 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 clients or tasks and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick prior to dealing with an imaginative demand is utilizing the kind so a kind 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 looking for the size of uh the banner that they desire the designer to develop and i’ll okay let me reveal you how to produce a kind however generally this kind is available in here and after that the team lead of the imaginative style group or any other group can appoint a specific designer to deal with it so let me show you men how to add a form and produce 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 people examine the view area because it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i said it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be provided the type they can submit this file if you want to require it you can always do a checkbox and then they can’t send the form without filling this info in so you can truly just create any column with anything that you guys need when a creative demand can be found in make it a type share the type preview the program you people how a kind appears like um the name of the demand you desire you want to include a certain short with a specific i know each company has a particular 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 2nd let me click on the form 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 show you guys let’s fill it in and you can see um webinar demand test i can add a specific declare 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 dealing with it i need it by may 23rd and it remains in greatest top priority i want to send it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to enter into the first group which is important to understand and then it can be called concepts or requests being available in and then i can simply go ahead take it and move it to a certain group that i believe it matters for in this case it needs 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 on 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 simply compose yes so i can get feedback while you guys are listening yay yes yes amazing amazing remarkable i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them also today i’ll simply offer like a short introduction this is the individual column as you men understand we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one form can populate a number of columns on one board yes dell you are proper every column that you develop can be nearly every column you develop can be in a type view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a concern one we named it concern but it’s essentially a score column um we have actually a. Monday Com Email To Board

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file column and we have a tags column what i enjoy about the tag column is if i click 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 show you guys 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 working on i can simply connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you men know what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i could reveal you men eliminate due date mode essentially what i wish to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. Monday Com Email To Board