Monday Com Smartsheet – Work Without Limits

This article is focused on answering Monday Com 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 show you three specific on boards which are usage cases for banner and landing page requests think of it more like imaginative demands from designers content 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 review marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you men that also and last but not least i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to start amazing okay let’s begin and landing page demand i’m presuming

 

you guys i’m simply gon na reveal um talk about the fundamentals really quickly but i make certain you men understand that this is a board every one of these are called a group and each row 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 between clients or projects and it truly just depends on your workflow and the way we did it here to you can do it any way you want but a cool way to get a short prior to dealing with an imaginative request is utilizing the form so a form generally 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 searching 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 create a form however basically this form comes in here and after that the group lead of the innovative design group or any other team can appoint a specific designer to work on it so let me show you guys how to include a kind and create if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you people examine the view section because it’s just another way to show 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 specific things on your board so close the kind view and like i said it takes particular columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can publish this file if you want to need it you can always 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 people need when an innovative demand can be found in make it a kind share the type preview the program you people how a type appears like um the name of the request you want you wish to include a specific short with a particular i understand each business has a specific structure that

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they use um when do you require it by the priority and so on and so forth 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 just make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can add a specific apply for example today everything is in the preparation concepts phase and i need the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest concern i want to submit it and let me reveal you people how it comes in on the board webinar demand test so it’s always going to come into the first group which is essential to know and after that it can be called demands or ideas can be found in and after that i can simply go ahead take it and move it to a specific group that i think it matters for in this case it needs 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 describe your workflow simply 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 type and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes incredible awesome awesome i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them too and now i’ll simply provide like a short introduction this is the individual column as you people know we have our 7 core columns here and after that 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 quickly um dale you just ask assuming one kind can occupy several columns on one board yes dell you are correct every column that you produce can be almost every column you develop can be in a type view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we utilize here is a priority one we named it priority but it’s basically a score column um we have actually a. Monday Com Smartsheet

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file column and we have a tags column what i enjoy 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 people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a particular task i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i enjoy the tech college let me just leave here [Music] okay um [Music] and yeah and i’m uncertain if you guys know what this is however 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 undo this so i might reveal you men get rid of due date mode basically what i wish to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday Com Smartsheet