This article is focused on answering Monday Com Automation Between Boards …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 requests consider it more like creative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that also and finally i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to start amazing fine let’s begin and landing page demand i’m assuming
you people i’m just gon na show um speak about the basics actually rapidly however i’m sure you guys know that this is a board every one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this between tasks or customers and it truly just depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a brief prior to working on an innovative demand is utilizing the type so a type generally 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 searching for the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to develop a form but essentially this kind is available in here and then the group lead of the creative design group or any other group can assign a certain designer to deal with it so let me show you people how to produce and add a form 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 men check the view area because it’s just 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 said it takes particular columns not the individual column obviously 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 require it you can constantly do a checkbox and after that they can’t submit the type without filling this information in so you can truly simply create any column with anything that you people need when a creative request is available in make it a kind share the kind preview the program you people how a type looks like um the name of the demand you desire you wish to include a particular quick with a particular i know each company has a specific structure that
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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 second 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 reveal you men let’s fill it in and you can see um webinar demand test i can add a specific file for example today everything remains in the preparation ideas phase and i require the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest top priority i wish to send it and let me show you guys how it comes in on the board webinar request test so it’s constantly going to come into the first group which is important to understand and after that it can be called requests or concepts coming in and after that i can just go on take it and move it to a certain group that i think it’s relevant 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 on how you detail your workflow just to make certain 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 simply write yes so i can get feedback while you men are listening yay yes yes awesome amazing amazing i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them also but now i’ll just 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 fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one form can populate numerous 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 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 use here is a concern one we called it concern however it’s essentially a rating column um we have a. Monday Com Automation Between Boards
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Monday Com Automation Between Boards