Monday.Com Vs Zendesk – Work Without Limits

This article is focused on answering Monday.Com Vs Zendesk …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page demands think about it more like creative demands from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to reveal 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 be able to integrate with facebook for facebook ads so i’ll reveal you guys that also and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin incredible all right let’s begin and landing page request i’m presuming

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you men i’m simply gon na show um discuss the fundamentals actually quickly but i make certain you guys understand that this is a board each one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this in between tasks or customers and it really simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool way to get a short prior to dealing with a creative demand is using the type so a type essentially takes all your columns and makes it a link that other people can fill out which they can publish 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 okay let me reveal you how to produce a type but basically this type is available in here and after that the team lead of the creative design group or any other group can designate a specific designer to work on it so let me show you guys how to produce and include a form 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 suggest you men examine the view area 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 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 naturally however other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can submit this file if you want to require it you can always do a checkbox and then they can’t submit the kind without filling this details in so you can really just produce any column with anything that you men require when an imaginative demand is available in make it a form share the kind sneak peek the program you men how a type appears like um the name of the demand you desire you wish to add a particular short with a certain i understand each business has a particular structure that

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they use 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 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 reveal you men let’s fill it in and you can see um webinar demand test i can include a certain apply for example right now whatever is in the planning concepts stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest top priority i want to send it and let me show you guys how it can be found in on the board webinar demand test so it’s constantly going to come into the first group which is important to know and then it can be called demands or concepts can be found in and then i can simply go ahead take it and move it to a specific 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 outline your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type 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 people are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them also and now i’ll just give like a quick introduction this is the person column as you guys 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 item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy several columns on one board yes dell you are appropriate every column that you create can be practically every column you develop can be in a form view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a priority one we called it concern but it’s generally a rating column um we have actually a. Monday.Com Vs Zendesk

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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 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 specifically i can see that it’s another board and after that if i have a particular job i’m working on i can just connect them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m uncertain if you guys understand what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i could reveal you men eliminate deadline mode generally what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Monday.Com Vs Zendesk