Monday.Com Smartsheet Integration 2022 – dream workflows

This article is focused on answering Monday.Com Smartsheet Integration …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests consider it more like imaginative requests from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that too and lastly i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to show you people so i have it open and after that we’re going to start amazing all right let’s start and landing page demand i’m assuming

 

you men i’m just gon na show um speak about the basics truly rapidly however i’m sure you guys 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 stuff so the method i divided my board here is in between months but you can do this between jobs or customers 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 brief prior to dealing with a creative demand is using the type so a kind generally takes all your columns and makes it a link that other individuals 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 create and i’ll alright let me show you how to produce a type however generally this form can be found in here and then the group lead of the imaginative design group or any other group can appoint a certain designer to work on it so let me show you people how to create and add a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you guys inspect the view section 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 specific things on your board so close the type view and like i said it takes specific columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you want to need it you can always do a checkbox and after that they can’t submit the kind without filling this info in so you can truly just create any column with anything that you people need when an innovative demand can be found in make it a type share the kind sneak peek the program you men how a type appears like um the name of the demand you want you wish to include a particular quick with a specific i know 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 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 show you guys let’s fill it in and you can see um webinar demand test i can include a particular declare example today whatever remains in the preparation concepts phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest concern i want to send it and let me show you guys how it can be found in on the board webinar request test so it’s constantly going to enter the very first group which is essential to know and then it can be called concepts or demands being available in and then i can just go on take it and move it to a particular group that i think 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 board or another group depending on how you detail your workflow just to ensure 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 just write yes so i can get feedback while you guys are listening yay yes yes amazing incredible incredible i’m glad you people are listening and understand whatever fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them too now i’ll simply offer like a brief overview this is the person column as you men understand we have our 7 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are appropriate every column that you produce can be practically every column you create can be in a form 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 utilize here is a concern one we named it concern however it’s essentially a ranking column um we have actually a. Monday.Com Smartsheet Integration

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Monday.Com Smartsheet Integration