This article is focused on answering Monday Com Vs Planner …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 show you 3 particular on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to show you a slip a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that too and last but not least i’m going to show you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to start amazing alright let’s begin and landing page demand i’m presuming
you men i’m just gon na show um speak about the basics really rapidly but i make sure you guys know 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 discuss integrations automations views and a lot more fun stuff 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 on your workflow and the way we did it here to you can do it any way you want but a cool method to get a short prior to working on an imaginative request is utilizing the type 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 searching for the size of uh the banner that they want the designer to produce and i’ll all right let me show you how to develop a form but basically this kind can be found in here and after that the group lead of the creative style team or any other group can assign a certain designer to work on it so let me reveal you men how to produce and add a form if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you people examine the view section because it’s just another method to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the kind view and like i said it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be provided the form they can publish this file if you want to need it you can always do a checkbox and then they can’t submit the form without filling this info in so you can actually simply develop any column with anything that you people need when an imaginative demand is available in make it a kind share the form preview the show you guys how a type looks like um the name of the request you want you want to include a specific quick with a particular i know each company has a particular structure that
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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 2nd let me click the form 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 appearance i’ll simply show you men let’s fill it in and you can see um webinar demand test i can include a particular file for example today everything is in the planning concepts phase and i require the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in highest concern i want to submit it and let me show you men how it is available in on the board webinar demand test so it’s always going to come into the first group which is essential to understand and then it can be called ideas or demands coming in and after that i can just proceed 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 board or another group depending on how you detail your workflow just to make sure you guys 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 write yes so i can get feedback while you guys are listening yay yes yes awesome remarkable remarkable i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them as well but now i’ll simply give like a brief summary this is the individual column as you people 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 product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy numerous columns on one board yes dell you are proper every column that you create can be almost every column you create can be in a form view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a top priority one we called it top priority but it’s essentially a ranking column um we have actually a. Monday Com Vs Planner
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Monday Com Vs Planner