Monday Com And Trello Integration – Work Without Limits

This article is focused on answering Monday Com And Trello Integration …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 reveal you 3 specific on boards which are use cases for banner and landing page demands think about it more like creative demands from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you men that also and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to reveal you people so i have it open and then we’re going to start awesome fine let’s begin and landing page demand i’m assuming

 

you men i’m simply gon na show um talk about the fundamentals really quickly however i make certain you guys 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 review combinations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between customers or tasks and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a brief before dealing with a creative demand is using the kind so a kind 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 searching for the size of uh the banner that they desire the designer to develop and i’ll alright let me reveal you how to produce a type but basically this kind comes in here and then the team lead of the innovative design group or any other group can assign a certain designer to deal with it so let me show you guys how to create and add a type if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people examine the view section because it’s simply another way to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the type view and like i said it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be given the form they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can actually simply develop any column with anything that you men need when a creative request is available in make it a kind share the type preview the program you men how a form appears like um the name of the demand you want you wish to include a specific quick with a particular i know each company has a certain structure that

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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click the kind 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 look i’ll just show you men let’s fill it in and you can see um webinar request test i can include a specific file for example right now everything is in the preparation concepts stage and i need the creative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest priority i wish to send it and let me reveal you men how it comes in on the board webinar request test so it’s always going to enter the first group which is very important to understand and after that it can be called demands or concepts coming in and then i can simply go on take it and move it to a certain group that i think it matters for in this case it requires 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 describe your workflow simply to make sure you men 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 compose yes so i can get feedback while you guys are listening yay yes yes awesome incredible amazing i’m glad you men are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them too and now i’ll simply give like a quick summary this is the individual column as you people know we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate several columns on one board yes dell you are correct 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 a product on the board fantastic so this is our column center what we utilize here is a priority one we called it concern however it’s essentially a score column um we have a. Monday Com And Trello Integration

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file column and we have a tags column what i love about the tag column is if i click on 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 browse facebook it’s going to do a cross board search let me reveal you people 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 particular task i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not exactly 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 due date mode is let me undo this so i might reveal you people get rid of due date mode generally what i want to do i wish to set as due date i wish to take the status column but i might take any status column i have for example the. Monday Com And Trello Integration