This article is focused on answering Clickup Vs Monday Com …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced 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 consider it more like creative demands from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that also and finally i’m going to show you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin awesome fine let’s start and landing page request i’m assuming
you people i’m simply gon na reveal um discuss the fundamentals actually quickly but i make certain you guys understand that this is a board each one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this in between clients 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 method to get a quick before dealing with a creative request is utilizing the form so a form essentially takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll all right let me show you how to produce a kind but generally this form comes in here and after that the team lead of the creative style team or any other team can appoint a specific designer to deal with it so let me reveal you people how to produce and include a kind 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 include view i recommend you people check the view area due to the fact that it’s just another way 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 certain things on your board so close the form view and like i said it takes particular columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be provided the form they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t send the type without filling this info in so you can actually simply produce any column with anything that you men require when an imaginative request comes in make it a type share the form preview the program you people how a type looks like um the name of the request you desire you want to add a particular brief with a certain i know each business has a specific structure that
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they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click on the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s just 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 right now everything is in the planning concepts phase and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest priority i want to send it and let me reveal you guys how it comes in on the board webinar request test so it’s always going to enter the very first group which is necessary to understand and then it can be called ideas or demands can be found in and after that i can simply go ahead take it and move it to a certain 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 group or another board depending upon how you detail 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 type and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes amazing incredible incredible i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them as well now i’ll simply offer like a short overview 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 also on the product itself and likewise as a view we’ll get to that um quickly 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 produce can be nearly every column you develop can be in a form view and people can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a priority one we called it priority but it’s essentially a score column um we have actually a. Clickup Vs Monday Com
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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 men 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 particular task i’m dealing with i can simply 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 love the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys understand what this is but 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 reverse this so i could reveal you people eliminate deadline mode generally 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. Clickup Vs Monday Com