This article is focused on answering Monday Vs Clickup …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 think of it more like imaginative requests from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish 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 men that as well and last but not least i’m going to show you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to start amazing fine let’s begin and landing page demand i’m assuming
you guys i’m simply gon na show um discuss the essentials really quickly however i make sure you guys understand 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 enjoyable things so the way i divided my board here is in between months but you can do this between jobs or customers and it actually 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 brief before working on an imaginative request is utilizing the kind so a form 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 want the designer to develop and i’ll all right let me show you how to produce a kind however generally this type comes in here and after that the group lead of the imaginative style group or any other team can assign a particular designer to deal with it so let me reveal you guys how to add a type and create if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys check the view area since it’s just 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 stated it takes certain 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 given the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can truly simply develop any column with anything that you people require when a creative demand can be found in make it a form share the form preview the show you guys how a type appears like um the name of the request you want you wish to add a particular quick with a certain i know each company has a certain structure that
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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 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 simply show you people let’s fill it in and you can see um webinar demand test i can add a particular file for example right now whatever is in the preparation ideas stage and i require the innovative 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 concern i wish to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is necessary to understand and after that it can be called demands or ideas can be found in and then i can just proceed 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 detail 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 kind and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes incredible awesome incredible i’m glad you guys are listening and understand whatever great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them as well today i’ll simply give like a quick introduction this is the individual column as you people know we have our seven core columns here and then we have more fascinating 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 soon um dale you just ask assuming one type can occupy numerous columns on one board yes dell you are proper every column that you create can be nearly every column you develop can be in a form view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a concern one we named it top priority however it’s generally a score column um we have a. Monday Vs Clickup
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file column and we have a tags column what i love about the tag column is if i click 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 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 task i’m working on i can simply link them with tags and after that 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 get out of here [Music] all right um [Music] and yeah and i’m uncertain if you people know what this is but 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 reveal you men eliminate due date mode essentially what i want to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Monday Vs Clickup