Monday.Com And Hubspot 2022 – dream workflows

This article is focused on answering Monday.Com And Hubspot …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 3 specific on boards which are use cases for banner and landing page demands consider it more like innovative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that also and lastly i’m going to reveal you control panels um so let’s start in a minute i just wish to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin awesome alright let’s start and landing page request i’m assuming

 

you guys i’m just gon na show um discuss the fundamentals actually quickly however i make certain you people understand that this is a board each one of these are called a group and each row is called an item today we’re going to review 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 projects or customers and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool way to get a quick prior to dealing with an innovative request is utilizing the type so a form basically takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll fine let me reveal you how to produce a form but essentially this kind can be found in here and then the team lead of the imaginative style group or any other group can designate a particular designer to deal with it so let me reveal you men how to include a form and develop if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys check the view area since it’s just another method to show um all your products just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the form view and like i stated it takes specific columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can really simply produce any column with anything that you men need when a creative demand comes in make it a type share the kind preview the show you guys how a type looks like um the name of the demand you want you wish to include a particular short with a specific i understand each company has a particular structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd let me click on the form i can share it i can get this link or embed it in a website 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 include a particular file for example today everything is in the planning ideas stage and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest priority i want to submit it and let me reveal you people how it is available in on the board webinar request test so it’s always going to enter the first group which is essential to understand and after that it can be called demands or ideas coming in and then i can simply go ahead take it and move it to a specific group that i believe it matters for in this case it needs 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 describe your workflow simply 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 form and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes incredible awesome remarkable i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them as well and now i’ll simply give like a short overview this is the person column as you guys know 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 item itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can occupy a number of columns on one board yes dell you are proper every column that you produce can be nearly every column you develop can be in a type view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we called it priority however it’s essentially a ranking column um we have actually a. Monday.Com And Hubspot

monday.com, task management, tool, software, rates, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

Monday.Com And Hubspot

Monday Com And Hubspot 2022 – dream workflows

This article is focused on answering Monday Com And Hubspot …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 reveal you 3 particular on boards which are use cases for banner and landing page demands think about it more like innovative requests from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail 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 be able to incorporate with facebook for facebook advertisements so i’ll show you people that too and last but not least i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to start amazing okay let’s begin and landing page request i’m presuming

 

you men i’m just gon na show um speak about the basics actually rapidly however i make sure you people know that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is between months however you can do this in between customers or jobs and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief before working on an innovative demand is utilizing the kind so a form essentially takes all your columns and makes it a link that other people can complete 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 create and i’ll alright let me show you how to produce a kind however basically this type is available in here and then the team lead of the innovative style team or any other group can appoint a certain designer to deal with it so let me reveal you men how to produce and add a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you men check the view area since it’s simply another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i said it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be given the kind they can upload this file if you want to need it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can really just develop any column with anything that you guys need when a creative request can be found in make it a type share the kind sneak peek the program you men how a type looks like um the name of the request you desire you want to add a specific short with a certain i understand each company has a particular structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you require it by the concern and so on etc um you can take this link after put one second let me click the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance i’ll just show you guys let’s fill it in and you can see um webinar demand test i can add a specific file for example right now everything remains in the preparation ideas stage and i require the imaginative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in highest concern i want to submit it and let me reveal you men how it is available in on the board webinar demand test so it’s constantly going to come into the first group which is important to understand and then it can be called demands or concepts coming in and after that i can just proceed 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 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 simply to make sure you guys 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 write yes so i can get feedback while you guys are listening yay yes yes awesome amazing remarkable i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them as well but now i’ll simply provide like a short introduction this is the person column as you guys understand we have our seven core columns here and after that we have more fascinating 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 quickly um dale you simply ask presuming one kind 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 comes in as an item on the board excellent so this is our column center what we use here is a priority one we called it top priority but it’s generally a score column um we have a. Monday Com And Hubspot

monday.com, job management, tool, software application, pricing, asana, apps, trello, kanban, microsoft, automations, service, crm, user, project management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, dashboard.

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 specifically i can see that it’s another board and then if i have a specific task i’m working on i can merely link them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly 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 unsure if you people know 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 might reveal you people eliminate deadline mode essentially what i want to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. Monday Com And Hubspot