Monday.Com Timeline Automations 2022

This article is focused on answering Monday.Com Timeline Automations …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page demands consider it more like innovative requests from designers content 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 discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that as well and last but not least i’m going to reveal you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to start awesome alright let’s begin and landing page demand i’m presuming

 

you guys i’m simply gon na show um talk about the basics truly quickly however i make sure you men know 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 fun things so the way i divided my board here is in between months however you can do this between clients or jobs and it actually simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short before dealing with an imaginative demand is using the kind so a type basically takes all your columns and makes it a link that other people 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 create and i’ll alright let me reveal you how to develop a kind but basically this form can be found in here and after that the team lead of the creative style group or any other team can appoint a specific designer to deal with it so let me reveal you men how to add a form and create 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 add view i suggest you guys inspect the view section since 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 specific things on your board so close the form view and like i said it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can upload this file if you want to need it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can truly just develop any column with anything that you people require when a creative request comes in make it a form share the kind sneak peek the program you people how a form appears like um the name of the request you want you wish to add a specific brief with a specific i know each company has a specific structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the priority 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 website copy it send it to whoever let’s simply make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a particular declare example today everything is in the preparation concepts phase and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest priority i want to send it and let me reveal you guys how it is available in on the board webinar request test so it’s always going to enter into the first group which is essential to know and then it can be called demands or concepts being available in and after that i can just proceed 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 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 comprehended the form and it’s interesting to you simply 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 whatever excellent um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them also today i’ll just give like a short summary this is the person column as you men know we have our 7 core columns here and after that 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 product 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 appropriate every column that you develop can be practically every column you create can be in a form view and people can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a priority one we called it concern however it’s generally a rating column um we have a. Monday.Com Timeline Automations

monday.com, project management, tool, software, rates, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

file column and we have a tags column what i like 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 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 particularly i can see that it’s another board and after that if i have a specific task i’m dealing with i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i enjoy the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m unsure if you men understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i might show you men remove due date mode basically what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Monday.Com Timeline Automations