This article is focused on answering Monday.Com Vs Zendesk …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 three particular on boards which are usage cases for banner and landing page demands think about it more like creative demands from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that also and finally i’m going to reveal you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin amazing okay let’s start and landing page request i’m assuming
you guys i’m simply gon na reveal um discuss the essentials actually rapidly however i make sure you guys know that this is a board each one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this in between clients or projects and it truly just depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a short before working on an imaginative demand is utilizing the form so a form basically takes all your columns and makes it a link that other individuals can fill out which they can submit 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 develop and i’ll fine let me show you how to develop a kind however basically this form can be found in here and then the group lead of the imaginative style team or any other team can assign a certain designer to deal with it so let me show you guys how to add a kind and produce if anything is too quick 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 recommend you men examine the view section due to the fact that it’s just another method 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 particular things on your board so close the type view and like i said it takes specific 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 provided the type they can submit this file if you want to need it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can truly simply create any column with anything that you people need when an imaginative request can be found in make it a type share the form preview the show you guys how a form appears like um the name of the demand you want you wish to add a specific quick with a specific i know each company has a specific 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 second let me click the type 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 just reveal you people let’s fill it in and you can see um webinar demand test i can include a particular declare example right now whatever is in the planning ideas phase and i require the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest priority i wish to send it and let me show you people how it can be found in on the board webinar demand test so it’s constantly going to come into the first group which is necessary to understand and after that it can be called ideas or demands being available in and after that i can simply go ahead take it and move it to a certain group that i believe it matters 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 detail your workflow just to make certain 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 write yes so i can get feedback while you people are listening yay yes yes incredible awesome incredible i’m glad you people are listening and comprehend whatever excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them as well and now i’ll simply provide like a quick introduction this is the person 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 item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate numerous columns on one board yes dell you are right every column that you develop can be almost every column you produce can be in a form view and people can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a priority one we named it priority however it’s basically a rating column um we have actually a. Monday.Com Vs Zendesk
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file column and we have a tags column what i like 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 browse facebook it’s going to do a cross board search let me show you guys how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a specific job i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you guys 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 deadline mode is let me reverse this so i might reveal you guys get rid of due date mode essentially what i want to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday.Com Vs Zendesk