This article is focused on answering Monday.Com Automations Not Working …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 reveal you 3 particular on boards which are usage cases for banner and landing page requests think about it more like innovative requests from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that too and last but not least i’m going to show you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you guys so i have it open and then we’re going to start incredible alright let’s begin and landing page demand i’m assuming
you men i’m simply gon na show um discuss the basics actually quickly however i make sure you guys understand 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 enjoyable things so the way i divided my board here is between months but you can do this in between jobs or customers and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a short prior to dealing with an innovative request is utilizing the form so a type essentially takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll alright let me show you how to create a type however essentially this type comes in here and then the group lead of the imaginative style team or any other group can assign a certain designer to deal with it so let me reveal you men how to develop and add a form 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 recommend you people check the view area due to the fact that it’s just another way to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i said it takes particular columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be given the type they can upload 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 just create any column with anything that you guys require when a creative request is available in make it a type share the kind preview the program you people how a form looks like um the name of the request you desire you wish to add a certain short with a particular i understand each business has a certain structure that
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they utilize um when do you require it by the top priority and so on etc 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 site copy it send it to whoever let’s just make look i’ll simply show you people let’s fill it in and you can see um webinar request test i can include a certain apply for example right now whatever remains in the planning concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest concern 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 essential to understand and after that it can be called requests or concepts being available in and then 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 requires to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow simply to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes amazing remarkable remarkable i’m glad you guys are listening and understand everything great 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 today i’ll simply offer like a short overview this is the individual column as you guys understand 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 product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy numerous columns on one board yes dell you are right every column that you create can be practically every column you develop can be in a type view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we use here is a priority one we named it priority but it’s essentially a score column um we have a. Monday.Com Automations Not Working
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file column and we have a tags column what i enjoy about the tag column is if i click 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 search facebook it’s going to do a cross board search let me show you guys how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific project i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m uncertain if you guys know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i could show you people remove deadline mode essentially what i want to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Monday.Com Automations Not Working