Monday Com Workflow Automation – Easily build, run, and scale

This article is focused on answering Monday Com Workflow Automation …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced 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 about it more like imaginative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that as well and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to show you guys so i have it open and then we’re going to begin awesome alright let’s begin and landing page request i’m assuming

 

you people i’m simply gon na show um discuss the essentials really quickly however i make sure you people understand 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 integrations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this between clients or tasks and it actually simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a short prior to dealing with a creative request is utilizing the kind so a type essentially takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to produce a form however basically this type is available in here and then the group lead of the innovative design group or any other group can assign a specific designer to deal with it so let me show you men how to create and include a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you people check the view section due to the fact that it’s just 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 method to see um particular things on your board so close the form view and like i stated it takes particular columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the kind they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t send the type without filling this information in so you can actually just develop any column with anything that you men need when an innovative demand is available in make it a form share the type sneak peek the show you people how a kind appears like um the name of the request you want you want to include a particular brief with a particular i understand 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 and so forth um you can take this link after put one 2nd let me click on the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a specific declare example right now everything remains in the preparation concepts 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 highest top priority i want 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 into the first group which is necessary to know and then it can be called requests or ideas coming in and after that i can simply go ahead take it and move it to a certain group that i believe 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 group or another board depending upon 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 form and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes amazing remarkable awesome i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them too now i’ll just offer like a short summary this is the individual column as you guys 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 also as a view we’ll get to that um soon um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are right every column that you produce 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 an item on the board excellent so this is our column center what we use here is a top priority one we called it top priority but it’s essentially a rating column um we have actually a. Monday Com Workflow Automation

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Monday Com Workflow Automation