Monday Com And Hubspot – Easily build, run, and scale

This article is focused on answering Monday Com And Hubspot …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 use cases for banner and landing page requests think about it more like creative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin remarkable fine let’s start and landing page demand i’m assuming

 

you people i’m simply gon na reveal um talk about the fundamentals really rapidly however i make certain you men understand that this is a board each one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this in between customers or jobs and it actually just depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a quick prior to working on an innovative demand is using the kind so a form basically takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to produce a kind but generally this type is available in here and after that the group lead of the imaginative design group or any other group can appoint a particular designer to work on it so let me reveal you people how to develop and include a form if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people inspect the view area since it’s just another method to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the kind view and like i said it takes specific columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can really just create any column with anything that you men require when a creative request comes in make it a form share the kind sneak peek the show you guys how a form appears like um the name of the request you desire you want to add a particular quick with a particular i understand each company has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the top priority and so on etc um you can take this link after put one second let me click the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a particular declare example right now whatever is in the planning concepts stage and i need the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest concern i wish to submit it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to enter into the very first group which is very important to know and then it can be called concepts or demands being available in and after that i can simply proceed 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 upon how you outline your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes amazing amazing remarkable i’m glad you people are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them as well and now i’ll simply give like a short introduction this is the individual column as you guys know we have our 7 core columns here and then we have more interesting 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 soon um dale you just ask assuming one kind can populate several columns on one board yes dell you are proper every column that you develop can be nearly every column you develop can be in a type view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we use here is a concern one we called it concern but it’s generally a score column um we have a. Monday Com And Hubspot

monday.com, job management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, service, crm, user, task management software, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.

Monday Com And Hubspot

Monday.Com And Hubspot – Easily build, run, and scale

This article is focused on answering Monday.Com And Hubspot …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 specific on boards which are use cases for banner and landing page requests think about it more like creative requests from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i just wish to bring up the um thing that i wished to show you people so i have it open and after that we’re going to start awesome all right let’s start and landing page request i’m presuming

 

you people i’m just gon na show um speak about the fundamentals truly quickly however i’m sure you guys understand that this is a board every one of these are called each row and a group is called an item 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 between jobs or clients and it actually just depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief before working on a creative request is utilizing the type so a kind 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 trying to find the size of uh the banner that they want the designer to develop and i’ll fine let me show you how to produce a form however generally this form can be found in here and then the group lead of the imaginative style team or any other team can designate a certain designer to deal with it so let me reveal you guys how to develop and include a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people examine the view section due to the fact that it’s simply another method to reveal um all your products simply 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 particular columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be offered the form they can submit this file if you want to require it you can constantly do a checkbox and then they can’t send the type without filling this info in so you can truly just produce any column with anything that you people require when an imaginative demand comes in make it a form share the form sneak peek the program you men how a kind appears like um the name of the demand you desire you wish to add a particular brief with a particular i understand each business has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click 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 look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can add a specific declare example today whatever remains in the planning concepts stage and i require the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest top priority i wish to send it and let me reveal you guys how it is available in on the board webinar demand test so it’s always going to come into the first group which is necessary to know and after that it can be called requests or concepts can be found in and after that i can just go ahead take it and move it to a certain group that i believe 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 upon how you detail your workflow simply to ensure you men 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 incredible awesome remarkable i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them too and now i’ll just offer like a brief introduction this is the individual column as you guys understand we have our seven core columns here and then 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 item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are correct every column that you produce can be almost 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 fantastic so this is our column center what we utilize here is a top priority one we named it priority however it’s basically a ranking column um we have actually a. Monday.Com And Hubspot

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

file column and we have a tags column what i love 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 reveal you men 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 link them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you people know what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i could show you people get rid of due date mode basically what i wish to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Monday.Com And Hubspot