This article is focused on answering Smartsheet Vs Monday Com …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 reveal you 3 particular on boards which are usage cases for banner and landing page requests think about it more like imaginative requests 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 go over marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that also and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to start awesome fine let’s begin and landing page request i’m presuming
you guys i’m simply gon na show um discuss the basics actually rapidly 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 discuss combinations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this between customers 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 desire however a cool way to get a brief 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 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 desire the designer to create and i’ll fine let me reveal you how to produce a form however generally this type is available in here and then the group lead of the imaginative design team or any other team can designate a particular designer to work on it so let me reveal you people how to include a type and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you men inspect the view section since it’s just another method to reveal um all your items just 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 particular columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can upload this file if you wish to require it you can always do a checkbox and after that they can’t submit the form without filling this information in so you can actually simply create any column with anything that you guys require when an innovative demand can be found in make it a type share the form sneak peek the show you people how a kind appears like um the name of the request you desire you wish to add a specific quick with a specific i know each business has a specific structure that
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they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click on the kind 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 men let’s fill it in and you can see um webinar demand test i can include a specific declare example right now everything remains in the preparation ideas phase and i need the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest priority i want to submit 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 necessary to know and then it can be called ideas or requests can be found in and after that i can simply proceed take it and move it to a certain group that i think it’s relevant for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another board or another group depending on how you describe your workflow just to make sure you people 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 incredible amazing awesome i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them as well and now i’ll just give like a short overview this is the individual column as you men know we have our 7 core columns here and then we have more intriguing 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 soon um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are right every column that you produce can be nearly every column you develop can be in a kind 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 use here is a concern one we called it top priority however it’s generally a score column um we have actually a. Smartsheet Vs Monday Com
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file column and we have a tags column what i like 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 show 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 certain job i’m dealing with i can simply link 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 love the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not sure if you men know what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i could reveal you guys get rid of deadline mode generally what i want to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Smartsheet Vs Monday Com