Monday Com Smartsheet 2022

This article is focused on answering Monday Com Smartsheet …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 reveal you 3 specific on boards which are usage cases for banner and landing page requests think of it more like creative demands from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that as well and lastly i’m going to reveal you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to begin awesome fine let’s start and landing page request i’m assuming

 

you guys i’m just gon na reveal um discuss the essentials actually quickly however i make sure you guys know that this is a board each one of these are called each row and a group is called a product today we’re going to go over combinations automations views and a lot more fun stuff so the method i divided my board here is between months but you can do this between customers or jobs 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 method to get a short before dealing with an imaginative demand is using the type so a type basically takes all your columns and makes it a link that other people can submit 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 create and i’ll alright let me reveal you how to develop a form however basically this type comes in here and then the team lead of the innovative style group or any other team can appoint a specific designer to work on it so let me show you men how to develop and add a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people check 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 specific columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this details in so you can actually simply produce any column with anything that you men need when a creative demand is available in make it a form share the form preview the show you men how a kind appears like um the name of the request you want you want to include a particular quick with a particular i understand each business has a certain structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click the type 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 people let’s fill it in and you can see um webinar demand test i can add a certain file for example right now everything is in the planning concepts phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest priority i want to send it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is essential to know and after that it can be called demands or ideas can be found in and after that i can simply go on 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 outline your workflow simply to make sure 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 people are listening yay yes yes awesome remarkable incredible i’m glad you men are listening and understand everything fantastic 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 now i’ll just offer like a quick summary this is the person column as you guys know we have our seven core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy several columns on one board yes dell you are right every column that you create can be practically every column you create can be in a form view and individuals can fill it out and it comes in as an item on the board terrific so this is our column center what we use here is a top priority one we named it priority but it’s generally a ranking column um we have a. Monday Com Smartsheet

monday.com, project management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, job management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, dashboard.

Monday Com Smartsheet

Monday Com Smartsheet 2022

This article is focused on answering Monday Com 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 3 particular on boards which are usage cases for banner and landing page requests think about it more like innovative demands from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that as well and lastly i’m going to show you control panels um so let’s start in a minute i simply want to pull up the um thing that i wished to show you people so i have it open and after that we’re going to begin incredible fine let’s begin and landing page demand i’m assuming

 

you people i’m simply gon na show um talk about the basics actually rapidly but i’m sure you people understand that this is a board every one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this in between jobs or customers and it actually simply 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 before working on an innovative demand is using the type so a form basically 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 desire the designer to develop and i’ll fine let me show you how to create a form however basically this kind comes in here and then the team lead of the innovative style group or any other group can designate a certain designer to work on it so let me reveal you people how to add a kind and develop 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 suggest you people check the view section because 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 method to see um specific things on your board so close the kind view and like i stated it takes particular columns not the person column obviously but other columns that you can hide or make um viewable for the person that is going to be provided the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t send the type without filling this info in so you can truly just create any column with anything that you men need when a creative demand is available in make it a kind share the kind sneak peek the show you men how a kind looks like um the name of the demand you want you wish to include a certain quick with a particular i understand each business has a specific structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the top priority and so on etc um you can take this link after put one 2nd 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 reveal you people let’s fill it in and you can see um webinar request test i can include a certain file for example today everything remains in the preparation concepts stage and i require the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest priority i wish to submit it and let me show you guys how it comes in on the board webinar request test so it’s always going to enter the very first group which is important to understand and then it can be called requests or ideas being available in and then i can simply proceed take it and move it to a specific 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 detail your workflow just to make certain you guys 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 compose yes so i can get feedback while you men are listening yay yes yes awesome amazing incredible i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them also today i’ll simply give like a quick overview this is the individual column as you guys understand 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 also as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate a number of columns on one board yes dell you are correct every column that you produce can be almost every column you develop can be in a form view and people can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a priority one we named it top priority however it’s essentially a score column um we have a. Monday Com Smartsheet

monday.com, project management, tool, software, rates, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

file column and we have a tags column what i like 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 search facebook it’s going to do a cross board search let me reveal you people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular job i’m working on i can merely link them with tags and after that i can cross board search it to what it matters for so i find that super cool and i love i enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m uncertain if you men understand what this is however 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 reverse this so i could reveal you guys get rid of due date mode generally 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