Monday Com Integromat 2022 – dream workflows

This article is focused on answering Monday Com Integromat …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 show you three specific on boards which are use cases for banner and landing page requests consider it more like innovative demands from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to show you an in email 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 incorporate with facebook for facebook ads so i’ll show you men that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to start awesome all right let’s start and landing page request i’m presuming

 

you guys i’m just gon na show um speak about the essentials actually rapidly however i make certain you people understand that this is a board every 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 things so the way i divided my board here is between months but you can do this in between customers or projects and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick prior to dealing with an innovative demand is utilizing the form so a kind essentially takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll alright let me show you how to create a kind but basically this form is available in here and after that the group lead of the creative design team or any other group can assign a specific designer to deal with it so let me show you guys how to produce and include a type if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people examine the view section due to the fact that it’s just another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i stated it takes particular columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be given the form they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can really simply create any column with anything that you guys need when an imaginative request comes in make it a type share the type preview the program you men how a kind appears like um the name of the demand you want you want to include a particular short with a particular i know each business has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you require 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 form 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 appearance i’ll just reveal you men let’s fill it in and you can see um webinar request test i can add a specific apply for example right now whatever is in the preparation ideas stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest priority i wish to send it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to come into the very first group which is important to understand and then it can be called demands or concepts being available in and then i can just proceed take it and move it to a specific group that i believe it matters for in this case it requires 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 upon how you detail 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 type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes incredible incredible remarkable i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them as well and now i’ll just give like a quick summary this is the individual column as you guys understand we have our 7 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 quickly um dale you just ask presuming one type can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a kind view and individuals can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a top priority one we named it priority but it’s essentially a ranking column um we have actually a. Monday Com Integromat

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Monday Com Integromat