This article is focused on answering How To Send Automated Emails In Power Bi …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 3 specific on boards which are usage cases for banner and landing page demands think about it more like innovative demands from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a slip 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 too and last but not least 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 wished to reveal you guys so i have it open and then we’re going to start amazing fine let’s begin and landing page request i’m presuming
you people i’m simply gon na reveal um speak about the essentials actually rapidly however i make sure you people 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 review combinations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this between customers or projects and it truly simply depends upon 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 before dealing with a creative request is utilizing the kind so a form basically 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 trying to find the size of uh the banner that they want the designer to produce and i’ll okay let me reveal you how to create a kind however essentially this form comes in here and then the team lead of the innovative style team or any other team can appoint a certain designer to work on it so let me show you men how to add a kind and produce 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 suggest you people examine the view section because it’s simply another method to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the form view and like i said it takes certain 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 form they can upload this file if you want to require it you can always do a checkbox and after that they can’t submit the type without filling this information in so you can really just develop any column with anything that you men need when an innovative request comes in make it a type share the kind sneak peek the program you guys how a kind appears like um the name of the request you desire you wish to add a specific quick with a specific i know each business has a certain structure that
gantt charts project management tool monday.com alternatives
they use um when do you need it by the top priority and so on and so forth 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 simply make look i’ll simply show you men let’s fill it in and you can see um webinar demand test i can add a specific declare example right now whatever is in the planning ideas phase and i need the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest priority i wish to submit it and let me show you guys how it comes in on the board webinar demand test so it’s always going to come into the very first group which is important to understand and after that it can be called concepts or requests being available in and after that i can just go ahead take it and move it to a particular 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 board or another group depending upon how you outline 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 form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes incredible amazing amazing i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them as well but now i’ll just give like a short overview this is the person column as you guys know we have our seven core columns here and after that we have more fascinating 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 assuming one form can populate several columns on one board yes dell you are correct every column that you produce can be almost every column you create can be in a type view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a priority one we called it concern however it’s generally a score column um we have actually a. How To Send Automated Emails In Power Bi
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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 today 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 working on i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i love the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you people understand what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might show you guys remove due date mode generally what i want to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. How To Send Automated Emails In Power Bi