This article is focused on answering Monday.Com Vs Workfront …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page requests think of it more like creative demands from designers material 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 discuss marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you people that also and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wished to show you people so i have it open and then we’re going to begin awesome okay let’s start and landing page demand i’m presuming
you people i’m just gon na show um discuss the essentials truly quickly but i make sure 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 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 clients or projects and it actually just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short prior to dealing with an imaginative request is utilizing the kind so a form generally takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll alright let me show you how to produce a form but essentially this kind can be found in here and then the team lead of the creative style team or any other group can appoint a certain designer to work on it so let me reveal you people how to add a kind and create if anything is too fast 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 suggest you men examine the view section due to the fact that it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the type view and like i stated it takes particular columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can submit this file if you want to need it you can always do a checkbox and after that they can’t send the kind without filling this info in so you can really simply develop any column with anything that you men require when an imaginative demand is available in make it a form share the form preview the program you people how a kind looks like um the name of the demand you want you wish to include a specific short with a specific i understand each company has a specific 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 simply make look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a certain file for example today everything remains in the planning concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in highest top priority i wish to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s constantly going to enter the first group which is very important to know and after that it can be called ideas or demands being available in and then i can simply proceed take it and move it to a certain group that i believe it matters 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 board or another group depending upon how you describe your workflow just to make certain 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 compose yes so i can get feedback while you people are listening yay yes yes amazing amazing remarkable i’m glad you people are listening and understand everything great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them also and now i’ll simply give like a quick overview this is the individual column as you men understand we have our seven 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 just ask presuming one form can occupy several columns on one board yes dell you are proper every column that you produce can be almost every column you develop can be in a type view and people can fill it out and it can be found 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 actually a. Monday.Com Vs Workfront
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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 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 particularly i can see that it’s another board and then if i have a specific job i’m working on i can just connect them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not sure if you guys understand what this is however 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 show you guys remove deadline mode generally what i want to do i want 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 Workfront