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

This article is focused on answering Monday.Com Trello Integration …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 3 particular on boards which are use cases for banner and landing page demands consider it more like creative requests from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over 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 sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that as well and last but not least i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to begin remarkable fine let’s start and landing page demand i’m assuming

 

you people i’m just gon na reveal um talk about the fundamentals really quickly however i make sure you guys understand that this is a board each one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this between customers or tasks 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 way to get a brief before working on a creative request is using the type so a form basically takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll fine let me reveal you how to develop a form but essentially this kind can be found in here and then the team lead of the imaginative style team or any other group can assign a certain designer to work on it so let me show you people how to add a form and create 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 include view i suggest you people examine the view area because it’s just another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the kind view and like i said it takes certain columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be given the type they can submit this file if you want to require it you can always do a checkbox and then they can’t send the form without filling this information in so you can really just develop any column with anything that you men need when an imaginative demand can be found in make it a kind share the type sneak peek the show you people how a form appears like um the name of the demand you desire you want to add a specific short with a certain i know each business has a certain structure that

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they utilize um when do you require it by the concern and so on etc 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 site copy it send it to whoever let’s simply make look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can include a specific declare example right now everything remains in the preparation concepts phase and i need the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i want to send it and let me show 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 necessary to understand and then it can be called requests or ideas can be found in and then i can just go on take it and move it to a particular 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 on how you describe 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 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 remarkable awesome remarkable i’m glad you people are listening and understand everything great um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them too now i’ll just give like a short summary this is the individual column as you men know 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate several columns on one board yes dell you are appropriate 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 is available in as an item on the board excellent so this is our column center what we utilize here is a concern one we named it top priority however it’s basically a score column um we have a. Monday.Com Trello Integration

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

file column and we have a tags column what i love 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 then if i have a specific task i’m working on i can simply 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 love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m uncertain if you people understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might reveal you guys get rid of deadline mode basically what i wish to do i wish to set as due date i wish to take the status column but i might take any status column i have for example the. Monday.Com Trello Integration

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

This article is focused on answering Monday Com Trello Integration …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that as well and finally i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin awesome fine let’s start and landing page demand i’m assuming

 

you guys i’m just gon na show um talk about the basics really rapidly but i make sure 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 combinations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this between jobs or clients and it truly just depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a short prior to working on a creative request is utilizing the kind so a kind essentially takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll okay let me reveal you how to develop a form but generally this type can be found in here and after that the group lead of the innovative design group or any other team can assign a certain designer to deal with it so let me show you men how to produce and include a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you men examine the view section due to the fact that it’s just another way to show 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 kind view and like i said it takes particular columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this info in so you can actually simply create any column with anything that you guys need when a creative demand comes in make it a kind share the type sneak peek the program you people how a kind appears like um the name of the demand you desire you want to add a specific short with a certain 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 concern and so on etc um you can take this link after put one 2nd let me click on 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 show you people let’s fill it in and you can see um webinar request test i can add a specific declare example today everything remains in the planning ideas phase and i need the innovative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest concern i want to submit it and let me reveal you men how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is very important to understand and then it can be called demands or concepts can be found in and after that i can just go on take it and move it to a specific group that i think it matters 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 on how you detail your workflow just 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 just write yes so i can get feedback while you people are listening yay yes yes awesome awesome awesome i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them too today i’ll simply give like a quick introduction this is the person column as you guys understand we have our 7 core columns here and after that we have more intriguing 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 quickly um dale you just ask presuming one kind can populate a number of columns on one board yes dell you are right every column that you create can be practically every column you create can be in a kind view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we use here is a concern one we named it top priority but it’s basically a ranking column um we have actually a. Monday Com Trello Integration

monday.com, task management, tool, software application, rates, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, project management software, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

file column and we have a tags column what i like 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 browse 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 certain task i’m working on i can simply connect 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 enjoy the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m uncertain if you men understand what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could show you people get rid of deadline mode essentially what i wish to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Monday Com Trello Integration