This article is focused on answering Monday.Com Vs Microsoft Planner …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 reveal you three specific on boards which are use cases for banner and landing page requests consider it more like innovative requests from designers content so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that too and last but not least i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wished to show you men so i have it open and then we’re going to begin amazing alright let’s begin and landing page request i’m presuming
you people i’m simply gon na reveal um speak about the essentials really rapidly but i make certain you people understand 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 discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this between customers or jobs and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a brief before dealing with an innovative demand is using the form 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 desire the designer to produce and i’ll fine let me reveal you how to create a type however essentially this form comes in here and after that the team lead of the innovative design team or any other team can designate a certain designer to deal with it so let me show you people how to produce and include a type 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 advise you men check the view section because it’s just another method to reveal um all your items simply 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 form view and like i stated it takes particular columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can upload this file if you want to need it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can actually just create any column with anything that you men require when an innovative demand is available in make it a kind share the form preview the program you guys how a kind appears like um the name of the request you want you wish to add a certain brief with a specific i understand each company has a certain structure that
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they use 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 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 demand test i can add a particular declare example right now whatever is in the planning concepts stage and i require the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest priority i wish to submit 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 very first group which is very important to understand and then it can be called requests or concepts being available in and then i can just go on take it and move it to a particular 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 on how you detail 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 kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes incredible amazing amazing i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them as well today i’ll just provide like a brief overview this is the person column as you guys understand 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 also on the item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one type can occupy numerous columns on one board yes dell you are correct every column that you create can be practically every column you produce can be in a type view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a concern one we named it priority however it’s generally a ranking column um we have a. Monday.Com Vs Microsoft Planner
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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 browse facebook it’s going to do a cross board search let me reveal you guys 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 specific project i’m dealing with i can simply link them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m uncertain if you men know what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i could reveal you guys eliminate due date mode basically what i want to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Monday.Com Vs Microsoft Planner