Monday.Com Timeline Automations – Work Without Limits

This article is focused on answering Monday.Com Timeline Automations …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 three specific on boards which are use cases for banner and landing page requests think about it more like imaginative 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 campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and last but not least i’m going to show you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wished to show you men so i have it open and after that we’re going to begin incredible all right let’s begin and landing page request i’m presuming

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you people i’m simply gon na show um speak about the fundamentals truly quickly however i make sure you men 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 go over combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this between projects or clients and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a short before working on an imaginative request is utilizing the kind so a form generally takes all your columns and makes it a link that other people 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 create and i’ll okay let me show you how to create a form however essentially this form can be found in here and then the team lead of the creative style group or any other team can assign a certain designer to work on it so let me reveal you people how to develop and add a form 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 advise you men examine the view area due to the fact that it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i stated it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be given the type they can publish this file if you want to need it you can constantly do a checkbox and then they can’t send the type without filling this information in so you can really just create any column with anything that you men need when an innovative demand can be found in make it a form share the kind preview the show you guys how a type looks like um the name of the demand you desire you wish to include a specific brief with a certain i know each company has a specific 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 type 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 reveal you guys let’s fill it in and you can see um webinar request test i can add a particular apply for example right now whatever remains in the planning ideas phase and i require the innovative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest priority i want to submit it and let me reveal you guys how it comes in on the board webinar demand test so it’s always going to enter into the very first group which is necessary to understand and after that it can be called ideas or demands can be found in and then i can just go ahead 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 describe your workflow just to make sure you guys are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing amazing amazing i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them too but now i’ll simply provide like a brief summary 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 product itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one kind can populate several columns on one board yes dell you are proper every column that you develop can be nearly every column you create can be in a form view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we utilize here is a concern one we called it top priority however it’s generally a ranking column um we have a. Monday.Com Timeline Automations

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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 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 project i’m dealing with i can simply link them with tags and then 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 simply leave here [Music] alright um [Music] and yeah and i’m uncertain if you guys understand what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could reveal you men get rid of due date mode basically what i wish to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday.Com Timeline Automations