This article is focused on answering Monday.Com Vs Zoho …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 specific on boards which are use cases for banner and landing page requests consider it more like imaginative demands from designers content so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal 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 reveal you guys that also and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to begin incredible alright let’s start and landing page demand i’m assuming
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you men i’m simply gon na show um talk about the basics truly quickly but i’m sure you men know that this is a board every one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between jobs or customers and it truly just depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a short prior to working on 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 publish 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 show you how to create a kind but essentially this type is available in here and after that the group lead of the innovative design group or any other team can appoint a particular designer to deal with it so let me show you people how to include a form and develop 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 recommend you guys examine the view section since it’s just another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the type view and like i stated it takes particular columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can publish this file if you want to need it you can always do a checkbox and then they can’t submit the form without filling this info in so you can actually simply create any column with anything that you men need when an innovative request can be found in make it a type share the type sneak peek the program you people how a kind looks like um the name of the demand you desire you wish to include a certain short with a particular i know each business has a particular structure that
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they utilize 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 on the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a certain apply for example right now whatever remains in the planning ideas phase and i require the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in highest top priority i wish to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to come into the very first group which is very important to know and after that it can be called ideas or demands coming in and then i can just go on take it and move it to a particular group that i think it’s relevant 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 detail your workflow simply to ensure you men 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 just write yes so i can get feedback while you guys are listening yay yes yes awesome amazing remarkable i’m glad you men are listening and comprehend whatever terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them too today i’ll simply provide like a quick overview this is the individual column as you men understand we have our seven 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 item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can populate several columns on one board yes dell you are right every column that you create can be nearly every column you develop can be in a form view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we use here is a concern one we named it priority however it’s generally a rating column um we have a. Monday.Com Vs Zoho
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file column and we have a tags column what i enjoy 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 reveal you guys 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 specific task i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not 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 undo this so i could show you people eliminate deadline mode basically what i wish to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Monday.Com Vs Zoho