Monday.Com Vs Quickbase 2022 – dream workflows

This article is focused on answering Monday.Com Vs Quickbase …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page requests think of it more like imaginative requests from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you guys that also and finally i’m going to show you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to show you people so i have it open and after that we’re going to start incredible fine let’s start and landing page request i’m assuming

 

you men i’m just gon na show um discuss the basics actually quickly but i make certain you guys know that this is a board every one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this in between customers or projects and it actually simply depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a short before working on an innovative demand is utilizing the form so a kind 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 searching for the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to produce a kind but basically this type comes in here and after that the team lead of the imaginative design group or any other team can appoint a certain designer to deal with it so let me show you guys how to add a kind and create 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 include view i recommend you men check the view area since it’s simply another method 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 particular things on your board so close the kind view and like i stated it takes certain columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be provided the form they can upload 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 info in so you can truly just develop any column with anything that you guys need when an innovative demand is available in make it a type share the form preview the program you people how a form looks like um the name of the demand you want you wish to add a particular quick with a certain i know each company has a certain structure that

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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 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 just show you guys let’s fill it in and you can see um webinar request test i can add a specific declare example right now whatever remains in the preparation ideas phase and i require the innovative 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 top priority i want to send it and let me reveal you people how it is available in on the board webinar demand test so it’s constantly going to come into the first group which is essential to understand and then it can be called demands or ideas can be found in and then i can simply go on take it and move it to a certain group that i believe it’s relevant for in this case it needs to be done by might 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 ensure you guys 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 just compose yes so i can get feedback while you guys are listening yay yes yes amazing awesome remarkable i’m glad you people 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 discuss them too but now i’ll just offer like a quick overview this is the person column as you men understand we have our seven core columns here and after that we have more intriguing 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 simply ask assuming one type can populate several columns on one board yes dell you are right every column that you create can be nearly every column you develop can be in a form view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a top priority one we called it top priority but it’s generally a rating column um we have a. Monday.Com Vs Quickbase

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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 today 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 particularly i can see that it’s another board and after that if i have a particular project i’m dealing with i can just link them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i love the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m uncertain if you men know what this is however 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 show you men remove deadline mode essentially what i want to do i want 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 Vs Quickbase