Monday.Com Smartsheet Integration 2022

This article is focused on answering Monday.Com Smartsheet Integration …I’m a customer success manager here at monday.com and we’re gon na have an innovative 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 about it more like innovative demands from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that as well and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to start awesome fine let’s start and landing page demand i’m presuming

 

you guys i’m simply gon na reveal um discuss the basics actually rapidly but i make certain 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 integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this between clients or tasks and it truly just depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a short prior to working on a creative demand is using the form so a form generally takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll okay let me reveal you how to produce a type but essentially this form is available in here and after that the group lead of the creative design team or any other group can assign a specific designer to deal with it so let me reveal you people how to create and include a form if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men check the view area due to the fact that it’s just another way to reveal um all your products simply 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 type view and like i stated it takes certain columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can submit this file if you want to require it you can always do a checkbox and then they can’t send the type without filling this info in so you can really just create any column with anything that you people require when an innovative demand comes in make it a kind share the kind sneak peek the program you men how a form looks like um the name of the demand you want you wish to include a certain quick with a specific i know each business has a certain structure that

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they utilize um when do you need it by the concern and so on etc 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 website copy it send it to whoever let’s just make look i’ll just show you men let’s fill it in and you can see um webinar request test i can include a specific file for example right now everything remains in the preparation concepts stage and i require the innovative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest concern i wish to submit it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is necessary to understand and after that it can be called ideas or requests can be found in and after that i can just proceed take it and move it to a certain group that i believe it matters 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 describe your workflow simply to make certain you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes incredible remarkable awesome i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them as well but now i’ll just provide like a short summary this is the person column as you guys understand 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one type can occupy several columns on one board yes dell you are correct every column that you develop can be almost every column you create can be in a type view and individuals can fill it out and it can be found in as an item on the board great so this is our column center what we use here is a top priority one we called it top priority however it’s essentially a ranking column um we have a. Monday.Com Smartsheet Integration

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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 today it’s going to do a cross board search about every board i have on my um account and it’s going to browse 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 particular project i’m dealing with i can merely 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 like the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys understand what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could reveal you people get rid of due date mode essentially what i wish to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday.Com Smartsheet Integration