Monday.Com Formula Automation 2022

This article is focused on answering Monday.Com Formula Automation …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 three specific on boards which are use cases for banner and landing page demands think about it more like creative requests from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that as well and lastly i’m going to show you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wished to show you people so i have it open and then we’re going to start incredible alright let’s begin and landing page demand i’m presuming

 

you people i’m simply gon na show um speak about the basics really quickly but i make sure you people 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 review integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between jobs 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 want however a cool way to get a short before dealing with an imaginative request is using the type so a type generally takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll all right let me reveal you how to create a type however generally this form can be found in here and then the group lead of the imaginative style group or any other team can designate a particular designer to deal with it so let me show you men how to include a form and produce 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 guys examine the view area 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 desire a file view another method to see um particular things on your board so close the type view and like i said it takes specific columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be given the type they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can actually simply develop any column with anything that you guys need when an imaginative request can be found in make it a form share the kind preview the program you people how a type appears like um the name of the demand you want you wish to include a particular short with a certain i understand each company has a certain structure that

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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click the form 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 people let’s fill it in and you can see um webinar request test i can add a certain file for example right now whatever remains in the planning ideas phase and i require the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest concern i want to submit it and let me reveal you men how it can be found in on the board webinar demand test so it’s constantly going to enter the very first group which is essential to understand and after that it can be called concepts or requests coming in and then i can just go ahead take it and move it to a particular group that i think it matters 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 board or another group depending on how you describe your workflow simply to make certain 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 simply compose yes so i can get feedback while you men are listening yay yes yes awesome incredible remarkable i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them also and now i’ll just provide like a quick introduction this is the individual column as you people know we have our seven core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate several columns on one board yes dell you are correct every column that you develop can be practically 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 terrific so this is our column center what we utilize here is a concern one we called it top priority but it’s basically a score column um we have actually a. Monday.Com Formula Automation

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file column and we have a tags column what i love about the tag column is if i click 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 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 job i’m working on i can just 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 enjoy the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you men understand what this is however 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 guys remove deadline mode generally what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Monday.Com Formula Automation