How To Send Automated Emails In Power Bi – Work Without Limits

This article is focused on answering How To Send Automated Emails In Power Bi …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page requests think about it more like innovative demands from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that also and finally i’m going to show you dashboards um so let’s begin in a minute i simply 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 start awesome all right let’s start and landing page request i’m presuming

 

you people i’m just gon na reveal um speak about the basics really rapidly however i’m sure you guys know 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 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 tasks or clients and it really simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a short before working on a creative demand is utilizing the kind so a type essentially 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 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 type however generally this type comes in here and then the team lead of the imaginative style group or any other team can designate a particular designer to work on it so let me show you men how to add a form and create if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys check the view area since it’s simply another method to reveal 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 certain things on your board so close the kind view and like i stated it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the person that is going to be given the kind they can submit this file if you wish to need it you can always do a checkbox and then they can’t submit the form without filling this details in so you can truly simply produce any column with anything that you people need when a creative demand can be found in make it a type share the kind preview the show you people how a type looks like um the name of the demand you want you wish to add a particular quick with a specific i understand each company has a particular structure that

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they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll just show you guys let’s fill it in and you can see um webinar demand test i can include a certain file for example right now whatever remains in the preparation ideas phase and i need the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in highest concern i wish to submit it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to enter the very first group which is necessary to know and after that it can be called concepts or demands being available in and then i can just go ahead take it and move it to a particular 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 on how you describe your workflow just to make certain you men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable amazing awesome i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them too and now i’ll just provide like a short introduction this is the individual 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy a number of columns on one board yes dell you are correct every column that you create can be nearly every column you create can be in a type view and individuals can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a top priority one we called it concern however it’s generally a ranking column um we have actually a. How To Send Automated Emails In Power Bi

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file column and we have a tags column what i love about the tag column is if i click on 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 search facebook it’s going to do a cross board search let me show you men 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 specific project i’m working on i can just connect 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 like the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m unsure if you men know what this is however 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 might show you people remove deadline mode generally what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. How To Send Automated Emails In Power Bi