Monday Com Smartsheet 2022 – dream workflows

This article is focused on answering Monday Com Smartsheet …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 reveal you 3 specific on boards which are use cases for banner and landing page demands think about it more like creative demands from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that also and last but not least i’m going to show you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you people so i have it open and then we’re going to begin amazing fine let’s begin and landing page demand i’m assuming

 

you people i’m simply gon na show um speak about the essentials truly quickly but i’m sure you men know 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 discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this in between projects or clients and it actually just depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief before working on an innovative request is using the type so a form essentially takes all your columns and makes it a link that other individuals can submit 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 fine let me show you how to create a kind however generally this kind is available in here and then the team lead of the innovative design group or any other team can assign a certain designer to deal with it so let me show you men how to produce and add 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 recommend you guys check the view area since it’s just another way to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the kind view and like i said it takes specific columns not the person column obviously but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this info in so you can truly just develop any column with anything that you people need when a creative request can be found in make it a kind share the type sneak peek the program you guys how a form looks like um the name of the request you want you want to include a certain short with a certain i know each business has a particular structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the priority and so on and so forth 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 look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a certain file for example today whatever remains in the planning concepts phase and i require the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in highest concern i wish to send it and let me show you people how it is available in on the board webinar demand test so it’s always going to come into the very first group which is necessary to know and then it can be called requests or ideas can be found in and after that i can simply go on take it and move it to a particular 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 describe 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 kind and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes incredible awesome remarkable i’m glad you guys are listening and comprehend whatever great 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 also now i’ll just give like a brief overview this is the individual column as you people 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 soon um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you create can be almost every column you develop can be in a kind view and individuals can fill it out and it is available in as a product on the board excellent so this is our column center what we utilize here is a top priority one we named it priority but it’s essentially a rating column um we have a. Monday Com Smartsheet

monday.com, project management, tool, software, rates, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, job management software, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.

file column and we have a tags column what i love about the tag column is if i click 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 guys 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 certain project i’m dealing with i can just link them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m unsure if you guys know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might reveal you men get rid of deadline mode essentially what i want to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Monday Com Smartsheet