This article is focused on answering Monday Com Vs Zoho …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 specific on boards which are usage cases for banner and landing page demands think about it more like innovative demands from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a preview of how in two weeks you’re going to be able to integrate 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 begin in a minute i simply wish to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to start incredible okay let’s start and landing page demand i’m presuming
you men i’m just gon na show um talk about the essentials actually rapidly however i’m sure you people understand 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 go over combinations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between customers or jobs and it really just depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a short before working on an innovative request is utilizing the form so a form generally takes all your columns and makes it a link that other people 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 desire the designer to produce and i’ll alright let me show you how to create a type but essentially this kind can be found in here and then the team lead of the imaginative style team or any other group can assign a certain designer to work on it so let me reveal you people how to produce and include a form 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 add view i advise you people inspect the view area because it’s simply another method to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the type view and like i stated it takes specific columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be given the form they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this details in so you can actually simply develop any column with anything that you men need when an innovative demand can be found in make it a form share the type sneak peek the show you men how a kind looks like um the name of the request you desire you wish to add a particular short with a specific i understand each company 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 2nd let me click 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 just reveal you people let’s fill it in and you can see um webinar demand test i can add a particular declare example right now whatever remains in the planning ideas stage and i require the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest top priority i want to submit it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to come into the first group which is very important to understand and then it can be called requests or ideas can be found in and then i can just go ahead take it and move it to a specific group that i believe 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 board or another group depending on how you outline your workflow simply to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes awesome amazing amazing i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them as well but now i’ll just provide like a short introduction this is the individual column as you guys understand 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 likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy several columns on one board yes dell you are right every column that you create can be almost every column you produce can be in a kind view and individuals can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a concern one we named it concern but it’s generally a score column um we have actually a. Monday Com Vs Zoho
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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 show you men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular task i’m working on i can just link them with tags and after that i can cross board search it to what it’s relevant for so i discover that super cool and i love i like the tech college let me just get out of here [Music] all right 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 method i linked them together and did due date mode is let me undo this so i could reveal you men remove due date mode basically what i wish 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 Zoho