This article is focused on answering Monday.Com Vs Procore …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 specific on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you people that also and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to start incredible okay let’s start and landing page request i’m assuming
you men i’m just gon na reveal um speak about the fundamentals truly quickly but i’m 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 review integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between projects or customers and it truly just depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a quick prior to working on an innovative request is using the form so a kind basically 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 trying to find the size of uh the banner that they want the designer to create and i’ll fine let me reveal you how to produce a type however basically this type is available in here and then the team lead of the creative style group or any other team can designate a particular designer to deal with it so let me reveal you people how to produce and include a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you people inspect the view area due to the fact that it’s simply 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 particular things on your board so close the type view and like i stated it takes certain columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be offered the type they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can truly just create any column with anything that you men need when an imaginative request can be found in make it a type share the type preview the show you men how a kind appears like um the name of the demand you want you wish to include a specific short with a specific i understand each business has a specific structure that
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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 on the kind 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 appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can include a specific declare example right now everything is in the planning concepts stage and i need the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest top priority i wish to submit it and let me reveal you guys how it is available in on the board webinar demand test so it’s constantly going to enter the very first group which is important to understand and then it can be called concepts or requests can be found in and after that i can simply proceed 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 group or another board depending on how you detail 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 kind and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes incredible amazing remarkable i’m glad you people are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them also now i’ll just give like a quick overview this is the person column as you men understand we have our 7 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one type can populate numerous columns on one board yes dell you are correct every column that you develop can be almost every column you create can be in a kind view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we named it concern however it’s essentially a score column um we have actually a. Monday.Com Vs Procore
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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 search facebook it’s going to do a cross board search let me show you guys how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular task i’m working on i can merely link them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i like the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m uncertain if you guys know 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 men eliminate deadline mode generally what i want to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Monday.Com Vs Procore