This article is focused on answering Monday.Com Automations Between Boards …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 three particular on boards which are use cases for banner and landing page demands think of it more like creative demands from designers content so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you men that also and lastly i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin amazing okay let’s start and landing page demand i’m assuming
you guys i’m simply gon na show um speak about the essentials actually quickly but i make sure you men know that this is a board every one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more fun things so the way i divided my board here is between months however you can do this between customers or jobs and it actually just depends on 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 prior to dealing with an imaginative demand is utilizing the kind so a type 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 want the designer to produce and i’ll alright let me reveal you how to produce a kind however basically this form is available in here and then the group lead of the imaginative style team or any other team can designate a specific designer to deal with it so let me reveal you people how to include a type and produce if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people inspect the view area because it’s simply another way to reveal um all your products just 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 particular columns not the person column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the type they can publish this file if you wish to need it you can constantly do a checkbox and then they can’t send the form without filling this info in so you can truly simply create any column with anything that you men require when an innovative demand comes in make it a kind share the form sneak peek the show you men how a kind appears like um the name of the demand you want you wish to include a particular quick with a specific i know each company has a certain structure that
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they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click the kind 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 look i’ll just show you men let’s fill it in and you can see um webinar request test i can include a certain declare example right now everything remains in the preparation concepts stage and i need the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest priority i want to send it and let me show you men how it comes in on the board webinar demand test so it’s always going to enter into the first group which is important to understand and after that it can be called ideas or demands being available in and then i can simply proceed take it and move it to a particular 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 group or another board depending upon how you outline 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 type and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes awesome remarkable incredible i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them as well but now i’ll just provide like a short overview this is the person column as you people know we have our seven core columns here and then 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 simply ask assuming one type can populate numerous columns on one board yes dell you are right every column that you create can be practically every column you create can be in a form view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we use here is a priority one we called it top priority but it’s essentially a ranking column um we have a. Monday.Com Automations Between Boards
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Monday.Com Automations Between Boards