Monday.Com Or Trello – Easily build, run, and scale

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

monday.com, task management, tool, software application, prices, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, job management software, gantt charts, basecamp, business, 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 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

Monday Com Or Trello – Easily build, run, and scale

This article is focused on answering Monday Com Or Trello …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and lastly i’m going to show you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you people so i have it open and after that we’re going to start incredible fine let’s start and landing page demand i’m assuming

 

you people i’m simply gon na show um discuss the essentials really rapidly but i make certain you men 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 go over combinations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between customers or projects 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 brief prior to working on an imaginative request is utilizing the kind so a kind essentially takes all your columns and makes it a link that other individuals can complete which they can upload 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 show you how to create a type but generally this type comes in here and then the group lead of the creative style group or any other team can assign a certain designer to deal with it so let me reveal you people how to produce and include a kind 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 advise you people examine the view section because 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 method to see um specific things on your board so close the type view and like i said it takes specific columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can publish this file if you wish to need it you can always do a checkbox and then they can’t submit the type without filling this information in so you can actually just develop any column with anything that you guys require when an innovative request is available in make it a kind share the form preview the show you men how a form looks like um the name of the demand you desire you wish to add a particular short with a particular i know each company has a particular 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 2nd let me click the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a specific apply for example today whatever is in the planning concepts stage and i require the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest priority i want to submit it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to come into the very first group which is essential to know and after that it can be called concepts or demands coming 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 on how you describe your workflow simply to make certain you guys are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes remarkable awesome awesome i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them also today i’ll just provide like a short introduction this is the individual column as you men know we have our 7 core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can populate 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 comes in as a product on the board terrific so this is our column center what we use here is a priority one we called it concern however it’s essentially a score column um we have a. Monday Com Or Trello

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

file column and we have a tags column what i enjoy about the tag column is if i click on 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 browse 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 specifically i can see that it’s another board and after that if i have a particular job i’m working on i can merely connect 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 like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure if you guys know what this is but 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 reverse this so i could reveal you men eliminate deadline mode generally what i wish to do i want to set as deadline i want to take the status column however i might take any status column i have for example the. Monday Com Or Trello