Monday Com Workflow Automation 2022

This article is focused on answering Monday Com Workflow Automation …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page demands think of it more like creative demands from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that as well and last but not least i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to begin amazing fine let’s start and landing page request i’m presuming

 

you people i’m just gon na reveal um speak about the basics really rapidly however i make sure you guys 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 combinations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this in between projects or customers and it really simply depends on 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 working on a creative demand is utilizing the form so a type generally takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll fine let me reveal you how to develop a kind but basically this kind is available in here and then the group lead of the creative design team or any other team can appoint a certain designer to deal with it so let me show you people how to add a kind and produce if anything is too quick or something is unclear 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 area because it’s simply another method to reveal um all your products simply 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 person column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can submit this file if you wish to require it you can always do a checkbox and after that they can’t submit the form without filling this info in so you can truly simply develop any column with anything that you people need when a creative request can be found in make it a kind share the type sneak peek the show you men how a type appears like um the name of the request you desire you wish to include a certain quick with a specific i understand each company has a specific structure that

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they use um when do you require it by the concern and so on etc um you can take this link after put one second let me click on the type 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 appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can include a specific declare example today whatever is in the planning concepts stage and i need the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest top priority i wish to submit it and let me reveal you men how it can be found in on the board webinar request test so it’s constantly going to come into the first group which is very important to know and then it can be called ideas or demands coming in and then i can simply go on take it and move it to a specific group that i think it matters 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 sure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes awesome incredible incredible i’m glad you guys are listening and understand everything great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them as well but now i’ll just provide like a brief overview this is the individual column as you men 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 assuming one form can occupy a number of columns on one board yes dell you are appropriate every column that you create can be almost every column you create can be in a form view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we called it top priority however it’s generally a score column um we have a. Monday Com Workflow Automation

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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 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 specifically i can see that it’s another board and then if i have a certain project i’m dealing with i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me just get out of here [Music] fine 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 method i connected them together and did deadline mode is let me undo this so i might reveal you guys eliminate deadline mode generally what i wish to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Monday Com Workflow Automation