This article is focused on answering Monday.Com Vs Excel …I’m a customer success supervisor 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 use cases for banner and landing page demands think of it more like innovative demands from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to show you an in e-mail marketing um stability 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 be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and last but not least i’m going to show you control panels um so let’s begin 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 begin awesome okay let’s begin and landing page request i’m presuming
you men i’m simply gon na reveal um discuss the essentials actually quickly but i make sure you men 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 go over combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this in between customers or projects and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick prior to working on an imaginative request is using the type so a kind basically takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll fine let me reveal you how to develop a type but essentially this type is available in here and then the group lead of the imaginative design group or any other group can designate a particular designer to deal with it so let me reveal you people how to add a type and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you men inspect the view area since it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i stated it takes certain columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t submit the type without filling this info in so you can actually simply develop any column with anything that you guys require when an innovative demand can be found in make it a type share the type preview the show you people how a type appears like um the name of the request you want you want to add a particular brief with a specific i know each business has a specific structure that
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they use um when do you require it by the concern and so on and so forth um you can take this link after put one second let me click on the type 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 just show you guys let’s fill it in and you can see um webinar request test i can include a certain apply for example today everything is in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in highest concern i want to send it and let me reveal you people how it can be found in on the board webinar request test so it’s constantly going to come into the first group which is very important to know 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 group or another board depending on how you detail your workflow just to ensure 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 compose yes so i can get feedback while you men are listening yay yes yes awesome awesome remarkable i’m glad you guys are listening and comprehend everything terrific 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 just provide like a quick introduction this is the person column as you men understand we have our seven 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 product itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy several columns on one board yes dell you are proper every column that you develop can be almost every column you produce can be in a type view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a top priority one we called it priority however it’s generally a rating column um we have actually a. Monday.Com Vs Excel
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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 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 project i’m working on i can just link them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i enjoy the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you people 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 undo this so i might show you people get rid of deadline mode essentially what i want to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Monday.Com Vs Excel