This article is focused on answering Monday.Com Or Trello …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 usage cases for banner and landing page requests consider it more like imaginative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that 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 men that too and lastly i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wished to show you men so i have it open and then we’re going to start incredible okay let’s begin and landing page request i’m assuming
you guys i’m simply gon na show um talk about the fundamentals actually quickly however i make sure you people know that this is a board every one of these are called a group and each row is called an item today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this between projects or customers and it actually simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick before working on an innovative request is utilizing the kind so a type essentially takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll fine let me reveal you how to create a type but essentially this type is available in here and then the group lead of the innovative design group or any other team can designate a certain designer to work on it so let me show you men how to create and include a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you guys check the view area due to the fact that it’s just another method to show um all your items just 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 stated it takes certain columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the type they can publish this file if you want to require it you can constantly do a checkbox and then they can’t send the form without filling this information in so you can really simply produce any column with anything that you guys need when a creative demand is available in make it a kind share the type preview the show you men how a form looks like um the name of the request you want you want to include a specific short with a particular i know each company has a certain structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you require it by the concern 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 site copy it send it to whoever let’s just make look i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a particular declare example right now whatever is in the planning ideas phase and i need the creative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in highest priority i wish to send it and let me show you men how it can be found in on the board webinar request test so it’s always going to come into the very first group which is essential to understand and after that it can be called concepts or demands can be found in and then i can simply go ahead take it and move it to a certain group that i believe it’s relevant 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 on how you describe your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you understood 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 incredible remarkable i’m glad you people are listening and understand whatever fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them too but now i’ll simply provide like a brief summary this is the individual column as you men understand 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 likewise as a view we’ll get to that um soon um dale you simply ask assuming one kind can occupy several columns on one board yes dell you are appropriate every column that you produce can be almost 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 fantastic so this is our column center what we utilize here is a priority one we named it concern but it’s basically a score column um we have actually a. Monday.Com Or Trello
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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 reveal you people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific job i’m dealing with i can merely connect them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not sure if you men understand what this is but 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 reveal you men get rid of deadline mode generally what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Monday.Com Or Trello