This article is focused on answering Monday.Com Vs Quickbase …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 show you 3 particular on boards which are usage cases for banner and landing page demands think about it more like creative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that too and lastly i’m going to reveal you dashboards um so let’s start in a minute i just want to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to start amazing all right let’s start and landing page demand i’m assuming
you people i’m simply gon na show um talk about the essentials truly quickly but i’m sure you men know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this between projects or clients and it really just depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief prior to working on an imaginative demand is using the form so a form generally takes all your columns and makes it a link that other individuals can complete 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 desire the designer to produce and i’ll okay let me show you how to produce a form however essentially this form is available in here and after that the group lead of the imaginative design group or any other team can appoint a specific designer to deal with it so let me reveal you men how to produce and add a form if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men check the view area due to the fact that it’s just another way to reveal um all your products simply 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 specific columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be offered the type they can submit this file if you wish to need it you can always do a checkbox and after that they can’t send the type without filling this info in so you can truly simply develop any column with anything that you people need when an innovative request can be found in make it a form share the kind sneak peek the program you people how a type 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 particular structure that
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they use um when do you need it by the priority and so on and so forth um you can take this link after put one second let me click 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 simply make look i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can include a particular apply for example right now whatever remains in the planning ideas stage and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest priority i want to submit it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to come into the first group which is very important to know and then it can be called demands or ideas can be found in and then i can simply go ahead take it and move it to a certain group that i think it’s relevant for in this case it requires 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 upon how you outline your workflow simply to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes incredible incredible incredible i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them also and now i’ll simply give like a brief overview this is the individual column as you men 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 likewise on the item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can populate a number of columns on one board yes dell you are correct every column that you create can be nearly every column you develop can be in a kind view and people 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 priority one we named it concern however it’s essentially a ranking column um we have actually a. Monday.Com Vs Quickbase
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file column and we have a tags column what i enjoy 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 search 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 then if i have a specific job i’m working on i can simply link them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i enjoy the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not exactly sure if you guys understand 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 undo this so i could show you people remove deadline mode basically what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Monday.Com Vs Quickbase