Monday Com Vs Smartsheet – Easily build, run, and scale

This article is focused on answering Monday Com Vs Smartsheet …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests think of it more like creative requests from designers content so on and so forth 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 wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that as well and lastly i’m going to show you dashboards um so let’s start in a minute i just want to bring up the um thing that i wanted to reveal you men so i have it open and then we’re going to begin incredible fine let’s begin and landing page request i’m presuming

 

you guys i’m simply gon na show um talk about the essentials really quickly but i’m sure you people know that this is a board each one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this in between projects 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 desire however a cool way to get a short prior to working on an innovative request is using the form so a kind essentially takes all your columns and makes it a link that other people can fill out which they can submit 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 fine let me reveal you how to create a kind however generally this type comes in here and after that the team lead of the creative design group or any other team can assign a particular designer to deal with it so let me show you guys how to produce and include a kind if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people examine the view area because it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i said it takes particular columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be provided the kind they can submit this file if you want to need it you can always do a checkbox and then they can’t send the kind without filling this info in so you can really just create any column with anything that you guys require when an innovative demand is available in make it a kind share the type sneak peek the show you men how a form appears like um the name of the request you want you wish to add a specific short with a specific i know each company has a specific structure that

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they use um when do you need it by the top priority and so on etc um you can take this link after put one second let me click on 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 simply make look i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can include a certain file for example today whatever remains in the preparation ideas phase and i require the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in highest concern i wish to send it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to come into the first group which is very important to understand and then it can be called ideas or requests coming in and then i can simply go ahead take it and move it to a specific group that i think 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 upon how you outline your workflow simply to ensure you men 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 remarkable incredible remarkable i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them also now i’ll just give like a brief 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 also as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy several columns on one board yes dell you are correct every column that you develop can be almost every column you develop can be in a kind view and individuals can fill it out and it comes in as an item on the board excellent 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 Vs Smartsheet

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file column and we have a tags column what i love 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 men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular job i’m dealing with i can just link them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m unsure 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 undo this so i could reveal you people remove deadline mode essentially what i want to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Monday Com Vs Smartsheet