Monday.Com And Smartsheet 2022

This article is focused on answering Monday.Com And Smartsheet …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 three specific on boards which are use cases for banner and landing page requests consider it more like imaginative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to review 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 show you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you men that too and last but not least i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to show you people so i have it open and then we’re going to start awesome okay let’s start and landing page demand i’m presuming

 

you men i’m simply gon na show um talk about the basics truly rapidly but i make certain you men 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 go over integrations automations views and a lot more fun things so the method i divided my board here is between months however you can do this in between tasks or customers and it really just depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief prior to working on an innovative demand is utilizing the kind so a form essentially takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to produce a type however generally this kind is available in here and then the group lead of the innovative design team or any other team can designate a particular designer to work on it so let me show you people how to include a form and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you people check the view area due to the fact that it’s just another way to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the kind view and like i stated it takes certain columns not the person 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 submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this info in so you can actually just produce any column with anything that you guys need when an imaginative request comes in make it a type share the form preview the show you guys how a form appears like um the name of the demand you desire you want to include a certain quick with a specific i understand each company has a certain structure that

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they utilize um when do you require it by the concern 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 site copy it send it to whoever let’s just make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can add a certain file for example right now everything remains in the preparation ideas stage and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest priority i wish to send it and let me reveal you guys how it is available in on the board webinar request test so it’s always going to enter into the very first group which is necessary to understand and then it can be called ideas or requests coming in and then i can simply proceed take it and move it to a certain group that i think it’s relevant 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 upon how you describe your workflow just to make certain you men 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 guys are listening yay yes yes awesome amazing remarkable i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them also today i’ll simply offer like a quick overview this is the person column as you guys know we have our seven core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also 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 populate numerous columns on one board yes dell you are right every column that you create can be almost every column you produce can be in a type view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a concern one we named it concern however it’s essentially a ranking column um we have actually a. Monday.Com And Smartsheet

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Monday.Com And Smartsheet