This article is focused on answering Monday Com Trello Integration …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page demands think about it more like creative requests from designers material 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 go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start remarkable okay let’s start and landing page request i’m assuming
you men i’m just gon na show um speak about the essentials actually rapidly but i make 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 stuff so the way i divided my board here is in between months but you can do this between jobs or clients and it actually simply depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief before working on an innovative demand is using the form so a form essentially 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 searching for the size of uh the banner that they want the designer to produce and i’ll alright let me show you how to produce a type but essentially this kind can be found in here and then the group lead of the creative style team or any other team can designate a particular designer to deal with it so let me reveal you men how to include a kind and develop 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 suggest you people check the view section because it’s just another way to reveal um all your items simply 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 said it takes certain columns not the individual column naturally however 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 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 actually just produce any column with anything that you men need when an imaginative demand comes in make it a kind share the form preview the program you men how a form appears like um the name of the demand you desire you want to add a specific quick with a specific i understand each company has a certain structure that
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they use um when do you require 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 just make look i’ll just reveal 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 phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest concern i wish to submit it and let me show you men how it is available in on the board webinar demand test so it’s always going to enter the very first group which is very important to understand and then it can be called concepts or requests can be found in and after that i can just go on take it and move it to a particular group that i think 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 board or another group 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 kind and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes awesome awesome incredible i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them also today i’ll just give like a quick summary this is the individual column as you people 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 product itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy a number of columns on one board yes dell you are correct every column that you produce can be nearly every column you create can be in a form 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 concern one we called it concern however it’s essentially a rating column um we have actually a. Monday Com Trello Integration
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Monday Com Trello Integration