Monday Com Automation – Work Without Limits

This article is focused on answering Monday Com Automation …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page demands consider it more like creative demands from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate 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 pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to start amazing okay let’s begin and landing page demand i’m assuming

 

you people i’m just gon na reveal um speak about the essentials really rapidly but i make certain 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 go over combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between clients or jobs and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short prior to working on an imaginative request is utilizing the type so a kind essentially takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to develop a kind however generally this type can be found in here and after that the group lead of the innovative style team or any other team can appoint a certain designer to deal with it so let me show you people 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 try clarify so i can go here include view i recommend you men examine the view section since 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 certain things on your board so close the type view and like i said it takes certain columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t send the form without filling this info in so you can really just develop any column with anything that you people need when an imaginative request comes in make it a form share the type sneak peek the program you guys how a type appears like um the name of the demand you want you wish to add a certain brief with a certain i know each business has a specific 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 the type 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 appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a particular file for example today whatever is in the preparation ideas phase and i require the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in highest priority i want to send it and let me reveal you people how it is available in on the board webinar demand test so it’s constantly going to enter the very first group which is very important to know and after that it can be called requests or concepts can be found in and after that i can just go on take it and move it to a specific group that i think 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 on how you detail your workflow simply to ensure you guys 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 write 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 everything great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them also and now i’ll simply offer like a short summary this is the person 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 also as a view we’ll get to that um quickly um dale you just ask presuming one form can populate several columns on one board yes dell you are correct every column that you develop can be nearly every column you produce can be in a type 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 priority but it’s generally a score column um we have a. Monday Com Automation

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file column and we have a tags column what i like about the tag column is if i click on 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 reveal 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 certain job i’m dealing with i can merely link them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you men understand what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i could show you people eliminate deadline mode essentially what i wish to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Monday Com Automation