Monday.Com Vs Insightly 2022

This article is focused on answering Monday.Com Vs Insightly …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 particular on boards which are usage cases for banner and landing page requests think about it more like creative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that as well and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin incredible okay let’s start and landing page request i’m assuming

 

you guys i’m just gon na show um speak about the essentials actually quickly however i’m sure 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 go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this between clients 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 want however a cool way to get a brief before dealing with an imaginative demand is using the kind so a kind essentially takes all your columns and makes it a link that other individuals can fill out which they can publish 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 fine let me show you how to develop a form however essentially this kind is available in here and after that the team lead of the creative style group or any other group can assign a particular designer to work on it so let me reveal you men how to produce and include a form 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 include view i advise you guys examine the view area due to the fact that it’s just another method to reveal 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 specific things on your board so close the kind view and like i stated it takes certain columns not the person column obviously however other columns that you can hide 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 after that they can’t submit the type without filling this info in so you can really simply produce any column with anything that you guys need when an innovative demand is available in make it a type share the type preview the program you guys how a type appears like um the name of the demand you desire you wish to include a certain quick with a certain i understand each company has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you need 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 just make look i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can add a specific apply for example right now whatever remains in the planning ideas phase and i require the creative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest concern i want to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to come into the very first group which is important to know and after that it can be called concepts or demands being available 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 needs 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 on how you describe your workflow just to ensure you men are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes remarkable awesome remarkable i’m glad you men are listening and understand whatever great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them also now i’ll just give like a quick summary this is the individual column as you guys know we have our 7 core columns here and after that 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 product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy numerous columns on one board yes dell you are right every column that you produce can be almost every column you develop can be in a type 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 top priority one we called it top priority but it’s basically a rating column um we have a. Monday.Com Vs Insightly

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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 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 reveal you people 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 task i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m uncertain 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 reverse this so i could show you guys eliminate due date mode basically what i want to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday.Com Vs Insightly