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

This article is focused on answering Monday.Com And Smartsheet …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page demands think of it more like imaginative demands from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire 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 after that i want to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you men that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to show you people so i have it open and after that we’re going to begin remarkable fine let’s start and landing page request i’m assuming

 

you men i’m simply gon na show um talk about the fundamentals truly rapidly but i make sure you people 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 discuss integrations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this in between tasks or customers and it really simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick prior to dealing with a creative request is using the form so a type essentially 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 trying to find the size of uh the banner that they want the designer to produce and i’ll fine let me show you how to produce a type however basically this form comes in here and after that the team lead of the imaginative style group or any other group can designate a particular designer to deal with it so let me reveal you people how to add a kind and develop 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 suggest you men check the view area due to the fact that it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the kind view and like i said it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be given the form they can upload this file if you wish to require it you can always do a checkbox and after that they can’t submit the kind without filling this info in so you can truly simply produce any column with anything that you people require when an imaginative request comes in make it a type share the form preview the show you people how a form appears like um the name of the request you want you wish to include a certain brief with a certain i understand each company has a particular structure that

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they utilize um when do you need it by the concern and so on etc 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 website copy it send it to whoever let’s just make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a certain declare example today whatever remains in the planning concepts stage and i require the innovative 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 people how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is essential to understand and then it can be called requests or ideas being available in and then i can simply go on 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 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 simply to make sure 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 men are listening yay yes yes amazing amazing amazing i’m glad you men are listening and understand whatever excellent 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 too now i’ll just give like a short introduction this is the person 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 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 occupy a number of columns on one board yes dell you are right every column that you develop can be practically every column you produce can be in a form view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a top priority one we named it priority however it’s basically a score column um we have a. Monday.Com And Smartsheet

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file column and we have a tags column what i enjoy 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 people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular job i’m dealing with i can just link them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m unsure if you people 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 undo this so i could reveal you people eliminate due date mode essentially what i wish to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday.Com And Smartsheet