This article is focused on answering Monday.Com Trello Integration …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative 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 think of it more like imaginative demands from designers content 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 e-mail marketing um integrity that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you people that as well and finally i’m going to reveal you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to begin awesome alright let’s begin and landing page request i’m presuming
you men i’m simply gon na show um speak about the fundamentals truly quickly however i make sure 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 review integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this between customers or jobs and it truly just depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a short before dealing with an innovative demand is using the kind so a type basically takes all your columns and makes it a link that other people can complete 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 desire the designer to create and i’ll alright let me reveal you how to produce a type however generally this kind is available in here and then the group lead of the innovative design group or any other group can appoint a specific designer to deal with it so let me reveal you men how to develop and include a type 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 people inspect the view section since it’s simply 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 way to see um certain things on your board so close the type view and like i said it takes certain columns not the person column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the form they can submit this file if you wish to need it you can always do a checkbox and then they can’t send the type without filling this details in so you can actually simply create any column with anything that you people require when an imaginative request can be found in make it a form share the kind sneak peek the program you guys how a kind looks like um the name of the demand you want you want to add a particular 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 top priority and so on etc um you can take this link after put one second let me click the type 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 look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a certain declare example right now whatever is in the planning concepts stage and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i wish to send it and let me show you people how it comes in on the board webinar demand test so it’s always going to enter into the first group which is very important to understand and after that it can be called concepts or requests can be found in and then i can simply go on take it and move it to a specific 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 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 understood the form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes remarkable awesome awesome i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also now i’ll simply offer like a short introduction this is the person column as you guys understand we have our seven 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 just ask presuming one kind can occupy several columns on one board yes dell you are right every column that you develop can be nearly every column you create can be in a kind view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a priority one we named it priority however it’s generally a ranking column um we have a. Monday.Com Trello Integration
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file column and we have a tags column what i love 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 browse facebook it’s going to do a cross board search let me show you men 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 working on i can just connect them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i enjoy the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m uncertain 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 reverse this so i could reveal you men get rid of deadline mode essentially what i wish to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Monday.Com Trello Integration