So with that said, welcome everyone tonight for this part two of our build with us webinar series. So this is the same thing as last time, but we're going to deep dive a bit more. And we're actually going to continue on where we kind of left off. -Right Thomas. -Yeah. So what what have we built and what do we want to build. So I actually want to look at this one here. I think we're going to be building this short slowly over all of the all of the sessions with build with us. So so far we have built part of the sales and marketing. We have built opportunity management and the and the company registry. So we built this little part here. Let's go and have a quick look at what we have done. So from a CRM perspective we have a contact board where we can link each contact to a company. We have a company registry where we then can see all the contacts. We have an opportunity management board where we have the key account manager company contact. Just some some simple sales statuses. What's the closed date? Fixed costs, hourly rate, hours, deal value and forecast. Right. So that's what we built last time. And today we're going to take it one step further. And we are going to build a production flow or what we say what we actually going to do after we win it. So let's start by having our maybe we want some products or actually what we do want. We want a one board because right now we only have one group here. I don't want to have a group with all the ones, but I can have a group with the mature closing, right? Because that's something we want to be able to look at, look at differently. Doesn't. You don't have to have that that. But that would mean that everything that's in this, these two faces would be in, in the mature group. Right. That means that we also need to do a move. Automation. When status changes to negotiation move to this group. And let's do another one. And status changes to negotiation. Move. Item to group. Mature. Obviously, you can call these things whatever you want, right? But I want a board with all my one deals. And in order to make that and don't lose data. My suggestion is always to actually go in and duplicate your board. Let's keep the let's keep the the structural duplicate. That would be one deals. Let's make a dark green the group header and call it one. Now what? We're just for the sake of it. We're going to duplicate this board again and have a loss deals because we actually didn't do lost. So we have a one deals. We have a of deals. In opportunity. Let's say we were so cocky we didn't even have a lost or disqualified. Oh, it's a good color. Let's do that one. So let's start with the lost and disqualified. Again move item but to another board now. So when status changes to last move and we need to select a board first. And then when we click item, all of the columns are already matching, so we don't need to change anything. Done. Add to board. Let's try it. And while that things. Let's add an automation for disqualified. Yeah. Let's let's move them to the to the last ones for now. Even if we maybe we want them somewhere else. But let's just for the sake of it. And same thing here. Don add to board and one last time for the one. When the status changes to one, no one move it to the board. -That's the one with the W. -Thank you. Don. Add to board. So let's let's go ahead and disqualify this one as well to make sure it works. Let's reset this one and let's add a company. Let's add a point of contact just for the sake of it. Let's change that to one. And now it will go away. So let's check the last deals. It created these two statuses because it didn't have them. So I just need to make sure they're actually the correct color. I could have made that created that before I copy them over, but didn't. And then we have the one deals. -Right. -And of course, the group, the group name in the one in the loft board is now one. And that needs to be -changed. -You're absolutely right. -Small things. Um. -Most. So we have the one deals now and the one deals. It's quite an important. It's quite an important board actually because this we will use this when we look at our project management as this is our commercial aspects. So let's let's go and actually create our. Let's go and create our. Project board after moving everything here nice and tidy into this little folder. So let's have a new board. Of your project overview. And so far I'm going to keep it a little generic. So we don't really need to bother too much about what kind of products we are pushing. Uh, let's do new projects and then let's have ongoing and let's add another group for finished. For now, let's make sure we follow some cool color coding. -Right. -Yeah. -Only going. -Yeah, but I like the -ongoing. -Yeah, those are the best projects actually ever going. Cool. So what we actually want to do. We want to have a connector board here. With our, uh. With our one. So the ones. And don't forget to create a two way connection because we want to know in the other board which project it actually is, so we can later on if we need to, we can mirror it. Connect board. I'll do it later. So this would be. This would be commercial info. So what we want to do now is actually. Making a little tweak here. So I'm changing this status to project, right? And why am I doing that? Why am I changing it to a project? Yes, because when I move an item to a new board. I don't have any triggers. Nothing's existing here, right? But let's go back to our opportunity board. Let's look at the automation for the one. And let's go in. And instead of -having. -Come on. -It's that time of the day where all the -Americans wake up. -Instead of having the status linked. What we do is we enter project manually, right? Because that will count as a change. So check this out. If I now change this to one. It will still go to the one board. And when I go to the one board. The project will be here, but let's look at the activity log. There's a difference in the activity board. It used to be. It used to be that it actually changed the status for us. So you got the change status trigger. Or. That sucks. -When did they fix this? -I don't know, they actually mended the rather nice loophole, but now you get to use an automation with an item creation. Yeah, I think this was it was usually a perfect, perfect one where you could. Yeah, I know I utilize this many times. So we need to find then we need to do a new automation and link it to it with the other one of course. So. Item moved to board. That's a new trigger with a customer automation builder. So we can at least use this one because we it didn't count as a move in the same way earlier as well. So this this was why we did that kind of workaround. So when an item is moved to this board. We want to. Create an item in board and connect boards. So where we want to do it, we want to do it in our project overview, right? We just want to name. That's that's all we need right now. And connect the boards with the. Uh, one deals with this one. So let's let's. In order to trigger it, let's move them back to the opportunity board. And now let's retrigger one. And one. There are one. Deals are here and. -They. -Are now linked to the project overview. Projects here. And if we go to the project overview, it's all linked here. So we can actually go in. Let's make sure that we only allow one because then we will open the item card straight away. And now we can look at the commercial aspects of the of the project without having to leave this area, because it's different people working here rather than in the CRM part. Yeah. And we can actually bring it into. So again. Yeah. And we can actually bring it through straight into our item card view -right as well. -Yep. There we go. Let's make sure it's actually at full capacity. So now we have really started this workflow. So what do we now want to do from a project perspective. Right. Let's make sure. So now we can add in different things. Let's say who's the project leader I guess let's say what else do we need. What else do we need. -Project type maybe. -Yeah. Let's. Yeah. We're gonna be needing to mirror quite a lot of information, actually, as well. We're going to be mirroring from the one deal. Oh. There we go. I messed up. This is what happens when you click way too quickly. Okay, let's just delete you and add another one. It's again, let's add a mirror. Let's link commercial info and let's add in the hours. Let's sum it up. Contract hours. That's it. Perfect. Let's add a A timeline. Project delivery so we can start saying like we need to deliver by this, these periods. With these two items here. We can now also start looking at this from a workload perspective. Let's do some settings here. So we want it on item. Project delivery is the time frame. The resource time is the project leader. We want effort and let's do it on contract. Track hours and the weekly hours is 40. We already know that I'll miss planned here and we can see those different projects, how they're doing. So we can extend or shorten part of the project like this, and we can maximize the delivery accordingly. And we can bring this as far as we want. Now, of course, we do need some status on top of this. Let's let's make some cleaning here. I always like to start fresh, so I know what I need. This is a new one, let's say. This isn't planning. This is art. Let's do a. Delay. Let's add a. Done right. -How's the chat doing, by the way? -Uh. Nothing much. Hawkeye suggested you use a timeline about the same time you did. -Ah, perfect. Perfect. So we have the status. We have the project delivery. We could go in and we can see if we can make something funny with our one of my favorite ones. I just need another one. More days. So usually you want to plan in a timeline, but you want the date columns to be able to use the correct triggers. And what we really want to do now is we want to use a an API. Excellent team. It's called start plus end timer. So the start date, the end timer and the timeline. And then we can choose to go either dates to timeline. So if you change the date columns the timeline changes. Or if you change the timeline the date changes. -And we want to go in the reverse. -Yeah, because then you can basically hide -away the dates, right? -Yeah. And then we hide them and. Have them hidden, but use them as trigger vectors. Right. Exactly. That's that's the idea. So let's say that we actually do change this around. So now we get our start and end dates filled out for us. If and if I were to change this one to just change the end date, it would just update the end date. And now I can use the end date as a due date reminder. So when. The end date arrives and status is not. Done. Change it to. The light. And now. Now that automation -works. Yeah. -Oh, okay. And then you can of course, put a notification when status switches to delayed notify someone or. Yeah. Yeah. And we also people forget that we also need to look at this from a start perspective. We actually have the exact same thing. So if the start date and status is not. Started. Change it to the late. Because we want the same trigger if we don't start. Yeah. We need to know that we should have been getting gotten to work. Exactly. And now we can do a notification on the on the status change. Right. So when the status changes to delay notify let's do the the people column for the project leader. That item name would be the name of the project. As we do. We could be both the start and end date, right? Yeah. Here we go. So let's see how it works. So let's change it to the lake. Hey, your project marketing strategy is delayed. Please mine the start date October 21st and end date November 11th. Let's get on. It gets to it. So obviously this one was to be started tomorrow. But obviously I see it's this start date was. But let's add another automation. Let's move this with to the awareness status changes. To start move it to the group on going. I just got the same notification on my watch now as well. Perfect. A good reason to invest in an Apple Watch if you don't already have -one. -Yeah. So now if me if I change this to start this, we'll move to ongoing and so on. Right. I can make a new view and hide these, but I don't want to make that view just yet because we still have additional stuff to -to do. -From that perspective. And correct me if I'm wrong, you do more builds than I do, but from my perspective, I'm always waiting with my other table views until I'm more or less completed. Yes. And that's that's actually one very key component to this, if you ask me. And that's the filter here. An order of these columns is always going to be based on the main table. So once you have added all the columns you want, rearrange them in the order that makes the most sense from the filter in the main table. And then from there create a new table and start hiding what you don't want to see. But if you work in another table, everything will be scrambled in the main table and you will not have control around which data is actually more important to have early on in your filter settings. -Good point. -So let's make sure this also becomes. Let's use the deadline feature. So that's a deadline mode. So the status would be controlling it if this is the person. And now if we do the settings for deadlines it will show up differently in some other workflows. But it will also if I change this to done it will reflect that better in the timeline as well. This will be different. Let's do move that to planning. Obviously we don't have a move automation because you usually don't move that direction. No. But if you feel that you can click the wrong button you -add that automation as well. -Yeah, definitely. -I tend to do. -Yeah. So from here on we basically have some options. Do we want to govern this project in a project specific board or do we want to use sub -items. -Let's go sub items. Let's say it's not massive projects right. And we usually say that if you need more than five, seven, ten sub items, you're probably better off going with with a separate project plan in a separate board. But yeah. So let's add in the sub project. See. That's a subproject. And in this case let's go with the let's go with the digital management or digital marketing agency. So let's call it the deliverables. Right. So we actually want the project delivery to be part of a sales process don't we. Because we want that to be something that the salespeople are negotiating with the clients. How long we're going to deliver it for don't we -usually. -Yeah. Yeah. But let's let's not. So let's see if we can have some different types of deliverables. Let's do. -SEO let's do. -Em. -Yeah. See em. -And for those of you who don't know that kind of lingo, it's search engine optimization and search engine marketing. So SEO part is the organic stuff, and that's the Google ads for you or Bing, whoever uses that content. Instagram. Pink. Yeah, yeah. Gram. And let's let's just add the. Email. Now we can actually create a. First email will add the. Actually did not have landing pages thinking that could be good. Email landing page. Let's see what else do we want? We want blog article something. Blog article that will be content and. This would be quite this would be quite a manual process, adding all these different things. And who would be the owner and who and and deadline. Right. But what we do get, we do get to mirror these to the main item as well. We do. Let's mirror up the type. Let's duplicate this one. And let's do we need a status. Of status here. Let's also mirror up the date. Time frame. So this one here will fetch from the sub items. It will fetch the the deadline. Right. And let's make a deadline here. Let's do that one and let's do here. Let's build another deadline. And And on the fifth. So now we have our time frame. Let's mirror up the statuses. And the time. Yeah. And let's mirror up the statuses as well. And and part of working Mondays. Like we get smarter all the time. So obviously I knew that I needed a time frame already in the sales process. But in this case I forgot. So now I need to go and re add that to the to the sales process. But we still need it as part of, of this this builder together. -So let's go first. -Now ask, can you make or can you please make the sub items -automatically? Yes. -Let's look at that after I've added a time frame. So let's do. At that time. Let's copy that and let's move it to one deals to put it here as well. Let's add a new timeline project time. Let's do the same thing with lost. So this is what you need to do. Obviously when you when you get smarter off after a while, especially now that we have split everything up, then we need to go into our apps. We need to go into this, this, this one here with last is qualified and one and all we need to do is click item. And then we need to add the project time to match that up as well obviously. Yeah, let's do it with. -Did I miss this qualifier? -Yeah, I think it was the disqualified -ones. -Yeah. Done. Update. Automation. -And now? -Now you've vetted through a mirror, I -guess. -Yeah, exactly. So now, instead of having project delivery like this, I will actually add a new mirror column here. And bring this in from my commercial info. I'll add my timeline. And now we can delete this one. And now we need to we need to actually do this operation here on the one table instead. Because for the integration we cannot interact with the mirror timeline on this board, but we can do it on the one board. Again this is this is like trial and error. It's very important that you have the patience and you and you get to like do all these realizations. But it's really it's really helpful. Then I guess you need to mirror back the second -and the status later on. -Yeah. So I need to do exactly this. This thing here again. Start date, end date. Timeline. Timeline to dates. -It's just -And and now we same thing in the project overview. We don't want the actual start and ends here. We want that somewhere. Let's make it easier for herself and just duplicate. And then change the settings. Do and -date. -Thank you. -Yeah. -So now we have all the fun thing is here. We need to change our workload. To reflect the the time frame. Timeline. There we go. And then we can choose to go with either the time frame or the timeline on top of this. And now we're starting to get a lot of columns that are not going to really help us in the end, right? So let's see what we can do about that from a from a filter perspective -now. Right. -Let's see if we can -adapt. Does that. -Look good? That would be Yeah, that'll be good. Perfect. Commercial info. We can actually move the commercial info really far off, because right now it's the same name as our item name. -Let's see here. -Are we good? All right. Think so? Should we maybe. Look at how we automate the creation of the sub items? So we want to go into the custom automation builder. Before we do we actually need to have a new status column. How we need a type selector. Right. Yeah we need some. Let's we can we can be super clear and say template. Right. Just just for for sake of it let's say. So me. LP. Uh. Blog could also have big, small whatever -we want, right? -Basically, to your heart's content, go -crazy. Um. -So let's add a custom automation when status template changes to let's do blog in this case. Great sub icon. You can then select your type and say I want the -content. -Maybe we do research. -Say again. -Research. Probably need -to research. Right? -Yeah. And then we can create additional. Additional sub items. You. Just just to make sure that we get some some more sub items. Right. Uh, sub. Featured image. That's the two something. Yeah. And then we do want to say. We also want maybe a target audience. List. And yeah, let's save their. Let's let's add another automated automation here and say so when the status template changes to landing page. Create sub and say we -want a landing page. -So we're being quite thorough here. Obviously, we can make whatever things we want in this. Yeah, it's. I'm always a bit reluctant about you looking at watching me doing the same thing over and over -here. Uh. -Pictures. Yeah, let's just do publish. So, uh, we can do it in two different ways then. So we can either say, let's let's go on. Let's go and delete these ones. We can either say hello, Mr. Uri, a landing page project and your blog project. With this the. We will have the deliverables generated shortly. There we go. It started to create. So you see it created a new item text layout publish and it's all marked as landing page. Can start assigning people. But instead of this being called template, then we can only select one, right? Maybe we could also make it and say asset. Right. And now we have said that we want a landing page. But maybe I want to blog here as well. And then it will start generating the blog sub -items for us as well. -Yeah. So we basically use it as a selector to basically populate for wherever we need. Yes. And in order to make that a little smoother we go in and we add an automation. I usually do another as the search word. So when status assets changes to anything, change assets to. -I can't select the gray one anymore. -Have you named it? -No. -Thank you. That's a good thing to know. To be able to select it as a trigger, you actually need -to name it. You can't leave it blank. -I should have known that. You do know that, but you forgot to do it. No, I'm actually building less and less these days. So now we have anything. And let's change assets to gray. Because what's happening then? Now you see, I have my contents here. I'm going to change this to Somi, which we don't have a trigger for, so don't worry. But every time I change it to SoMe, it will then revert back to the gray one, meaning that I can click it multiple times without having to. So I could actually add blog again if I want to as well. Because maybe I need to do two different ones. And now we're getting to the point where there's so much data down here. So we actually need to have our workload going on this sub item and not only on the main item. I mean, this was really nice, but if one project is 100 hours spread over a bunch of assets, it's obviously going to be down here that we know all the different people involved. So it's going to be maybe Thomas me that is is involved in, in these things. Fredrik might be involved in creating these and Gustav is, is the text guy right. And so now we want to do the workload based on this. The sub items of course. In order to do that we actually need to estimate our workload here. -Let's estimate the hours here. -And of course, if you have a kind of a fixed estimation for an asset, you can of course put it in your template. -Right. -Yep. Definitely. Definitely. Because when you are in the Automation Builder, you could fill out any, any column. But right now let's let's just add some random numbers here. Very random. I have no I'm not even looking at the item. So don't don't worry about what numbers I'm actually typing. -Just getting some input. Right. -Correct. And now obviously we also want let's fill out some dates here. -Well. -This is looking very random. And that's -because it's super random. -I just figured, um, do we want this as a timeline, or do we want it as a fixed date column? Uh, I wanted that, uh. Yeah. Uh, actually, you're right. We probably want it as a timeline. -Uh. -I don't usually manage to cram in 39 hours in a day. You're absolutely right. So let's do ten, 20 hours. That would be over three days. 12 hours would be not over the Saturday. So let's do first day to -Friday. -Yeah, that's a. -Week. -That's about a week. Yeah. So obviously this is the the you have seen us fall into some traps. And I think that's good because this is traps that you will need all the time when you make your builds. Nobody's going to be perfect. You're going to have a rework happening all over your all over your builds. Definitely. So, Lee, you had a question here and a method of setting the sub item date based upon the start date of the main item or project, something I've done in a few ways, but never pretty. I would say from my perspective, I usually tend to use integrable for that one. What do you say? Yeah, actually that's that's exactly what I would -what I would do. -Yeah, it's. -Running. -Integral math anyway. So why not just bring the time in that time from from the main item -down. -Yeah. We actually just built that out. Me and Lukas for for a client where we actually fetch the data, and then we plot everything based on the start date because they have a rather set kind of structure. Works like a charm because they have a full template, and then they go, so. And it also changes if they need to change the start date later on it updates the sub items or so on. -Yeah. -And if you build this with Integra, that becomes a totally different ballgame because then you can then you can have duration as well. So you can say like x amount of days. So if you have the start date automatically from the main item, you can then set the end date based on how many days you have in your template for duration. Yeah. Let's see if we can focus on monday.com Yeah. -monday.com native. Yeah. -So let's give these a little working on it. Cool. So let's go back into the workload and look at what we need to change here. We actually need to say now the workload should go on sub items. We want to do the time frame. The resource type is the owner. The effect is the estimated hours. We want to split it. The week is 40. Perfect. I have done something wrong. -There we go. -And here are all our sub items now. There. We can start dragging these out if we want to. And I can look at how we're doing with, obviously this mirror up that estimated ours to the main item. Let's mirror the estimated hours some. And now we can compare that to the contract. Let's add a little formula and let's do. Hmm. What's this? I. -Mm. -That's a good that's a new good -feature as well. -So I'm just going to answer a Hawkeye here. So Hawkeye, I posted a link in the chat. It's actually a planned webinar for a few weeks where we actually go through Integromat connectivity with monday.com. So sign up for that one and you get all your wishes. That's going to be held by one of our Integra specialists. -Yeah. -So this is this is quite high level. Obviously all we did was a project overview and a workload widget. So let's make sure we clean up this this this overview now and let's make some tables on top of this I think that the the filters are looking kind of good. I think the asset doesn't need to be part of the filter at all, because it's always going to be gray in the in the filter settings, the end date and the start date. We actually don't need that anymore because we can't trigger the notifications from them anyway. So we need to actually trigger the notification from the other board. -So let's remove that. -Yeah, I. Think we are. We are. Okay. Yeah. And then it's basically up to all of you to add all the metadata you need. Yeah. You make this you make this as rich data as you want, right? So we normally call it default and we make it the new home. And now we can start saying what do we actually don't. What do we not need here. Uh, it's not that we don't need so much information on the default, but let's see what we can actually remove. We can remove the timeline there. We could remove this type in the dip. And let's move the commercial. Man, this would be like a good default view. Say again. Who said he had to leave because he has a meeting with the client in two minutes, so just good luck with that one. All right. Cool. So now let's make sure we add an item card. So we'll have some full info here about the let's do settings. Actually, let's add a widget with. Connected boards. Let's go into the settings and the commercial. So we can move this one up here. And we can show let's make sure we have a little wider because that's cool. And you can see here we don't need the hourly rate. We just need the hours. Perfect. I don't want a close date. Yeah. Let's do. So here I have all, all the information from from the commercial aspect. And then we can go into the settings and we can look at what we need here and what we don't need here. And that's right. If you don't want it in a line, you can actually mirror in all the columns, right? And actually get it in an info box as well. So that's really up to you when you choose how to build it. So you can be creative here guys. -Yeah. -So that's our, um. This is our project info. And let's see if we can add the. -Delete. -Some items maybe. -Yes. -That was the one I was looking for. Deliver bolts and we say, let's only go. -Yeah, with. -Those three columns. And for the simplicity sake, let's make this one a little smaller so we can make sure we fit all the columns over here. Let's make it even smaller, right? It doesn't have to be that big. I think that's a nice little item card. Yep. So our item card N has commercial info in the top. It has the project info and all our deliverables. While we only having a very clean view here. Uh, you know what we're going to for the next build that you haven't scheduled yet, which we need to do. Uh, I want to stay on the project part. Deliver the part. And I want to build the other version of of a project overview, where we actually have a project overview and project specific boards as a teaser. That means that we'll show you how we work with the app called Roll Up Multiple Boards. Because this is critical if you for at least in our opinion, if you want to go with that approach, because then you don't need to maintain the connections. So basically we'll do the same thing, but we'll look at this from a project overview and detailed project board at next build with us. So and you will have the scheduled time by the time we do the email that goes out afterwards. Frederick. Right. Yeah. We're just going to decide on that or that date. So but it's going to be in a few weeks time. So mid to end -November. -So cool. Let's I think this is a good place to end it on. Yeah we're actually two minutes over time. So everyone thank you so much for joining us tonight. And as always say don't forget to subscribe to our YouTube channel and or our newsletter. Uh, with that guys, I hope you have a really, really lovely night. Big thank you from me and from Thomas. Thanks for watching. If you like our content, remember to subscribe.