This article is focused on answering Best Monday.Com Alternatives …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 three particular on boards which are usage cases for banner and landing page requests consider it more like creative demands from designers content so on etc copywriters um a social networks planning and design 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 integrity that we have with mailchimp and then i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people 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 wish to bring up the um thing that i wished to show you men so i have it open and then we’re going to start remarkable all right let’s begin and landing page request i’m assuming
you guys i’m just gon na show um talk about the basics truly quickly however i make sure you people know that this is a board every one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is between months however you can do this in between customers or jobs and it actually simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief before working on a creative request is utilizing the type so a form basically takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to create and i’ll fine let me show you how to produce a form however essentially this type comes in here and after that the team lead of the innovative style group or any other group can assign a particular designer to deal with it so let me reveal you men how to create and include a form if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you guys check the view area due to the fact that it’s just another method to show um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the form view and like i said it takes certain columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can submit this file if you wish to need it you can always do a checkbox and then they can’t submit the type without filling this details in so you can actually just create any column with anything that you men require when an imaginative demand is available in make it a kind share the type preview the show you guys how a kind appears like um the name of the request you want you wish to add 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 second let me click on 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 simply make appearance i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example today whatever is in the planning concepts phase and i require the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest priority i wish to send it and let me show you guys how it comes in on the board webinar request test so it’s constantly going to come into the very first group which is very important to understand and then it can be called ideas or demands being available in and then i can simply go on take it and move it to a particular 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 board or another group depending on how you outline 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 kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes amazing incredible incredible i’m glad you guys are listening and understand everything great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them too and now i’ll just provide like a brief summary this is the person column as you guys understand 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 likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can populate numerous columns on one board yes dell you are correct every column that you produce can be nearly every column you produce can be in a kind view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a top priority one we named it concern however it’s basically a score column um we have actually a. Best Monday.Com Alternatives
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file column and we have a tags column what i enjoy 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 certain task i’m dealing with i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m uncertain if you men understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i could reveal you men eliminate due date mode basically 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. Best Monday.Com Alternatives