This article is focused on answering Monday.Com Vs Dynamics 365 …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 particular on boards which are use cases for banner and landing page requests think about it more like imaginative demands from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to start incredible fine let’s begin and landing page request i’m presuming
you guys i’m just gon na show um discuss the fundamentals really rapidly however i’m sure you men 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 go over integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this between clients or tasks and it actually simply 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 quick before working on a creative demand is utilizing the form so a form essentially takes all your columns and makes it a link that other people can submit which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll fine let me show you how to create a form but basically this type comes in here and after that the team lead of the creative style group or any other team can appoint a certain designer to work on it so let me show you people how to add a kind and develop if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys examine the view section due to the fact that it’s simply another way to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i said it takes certain columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be provided the type they can publish this file if you want to need it you can always do a checkbox and after that they can’t submit the type without filling this info in so you can really just develop any column with anything that you guys need when a creative demand can be found in make it a type share the kind preview the program you people how a kind looks like um the name of the demand you desire you want to add a particular short with a certain i understand each company has a specific structure that
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they utilize um when do you require it by the priority and so on etc um you can take this link after put one second let me click on the kind 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 look i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a specific declare example today everything remains in the planning ideas stage and i require the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest priority i want to submit it and let me show you men how it can be found in on the board webinar request test so it’s always going to enter the very first group which is necessary to understand and then it can be called ideas or demands coming in and then i can simply proceed take it and move it to a particular group that i believe 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 group or another board depending on how you detail 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 comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes incredible incredible remarkable i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them too now i’ll simply offer like a short introduction this is the individual column as you men 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 quickly um dale you just ask assuming one type can occupy several columns on one board yes dell you are proper every column that you produce can be practically every column you create can be in a form view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a concern one we named it top priority however it’s basically a rating column um we have actually a. Monday.Com Vs Dynamics 365
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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 browse facebook it’s going to do a cross board search let me reveal 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 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 matters for so i discover that extremely cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you men understand 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 reverse this so i might show you men get rid of deadline mode basically what i want to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Monday.Com Vs Dynamics 365