This article is focused on answering Monday.Com Vs Clickup …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page requests think of it more like innovative requests from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and then i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wished to show you guys so i have it open and then we’re going to begin remarkable all right let’s start and landing page demand i’m assuming
you men i’m simply gon na reveal um speak about the basics really quickly but i’m sure you men know that this is a board each one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this between customers or projects and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a short prior to working on an imaginative request is utilizing the type so a form essentially takes all your columns and makes it a link that other individuals can complete which they can upload 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 alright let me reveal you how to produce a kind however generally this kind comes in here and then the team lead of the imaginative style team or any other group can assign a certain designer to deal with it so let me show you people how to add a type and develop if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people check the view section because it’s simply another method to show um all your products 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 form view and like i stated it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can upload this file if you want to need it you can always do a checkbox and then they can’t send the form without filling this information in so you can truly simply develop any column with anything that you people require when an imaginative demand can be found in make it a form share the kind sneak peek the program you guys how a type looks like um the name of the request you want you wish to include a specific brief with a specific i understand each business has a particular structure that
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they utilize um when do you require it by the priority and so on and so forth 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 site copy it send it to whoever let’s just make look i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can add a certain declare example today whatever remains in the preparation concepts phase and i need the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest concern i wish to send it and let me show you guys how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is very important to know and then it can be called requests or concepts coming in and after that i can simply go ahead 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 might so i’m going to keep it in this group i can move it to another group or another board depending on how you outline your workflow just to make sure 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 just write yes so i can get feedback while you men are listening yay yes yes remarkable amazing remarkable i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them also now i’ll just offer like a brief overview this is the person column as you men know we have our seven core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one type can populate several columns on one board yes dell you are proper every column that you produce can be practically every column you create can be in a kind view and individuals can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a top priority one we named it concern but it’s generally a score column um we have actually a. Monday.Com Vs Clickup
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file column and we have a tags column what i enjoy about the tag column is if i click 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 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 specifically i can see that it’s another board and then if i have a certain job i’m dealing with i can just link them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i like the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not sure if you guys know 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 might show you guys remove due date mode generally what i want to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Monday.Com Vs Clickup