Monday.Com Vs Smartsheets 2022 – dream workflows

This article is focused on answering Monday.Com Vs Smartsheets …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 three specific on boards which are usage cases for banner and landing page requests think of it more like creative requests from designers content 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 project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want 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 advertisements so i’ll reveal you guys that too and last but not least i’m going to show you control panels 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 then we’re going to start incredible okay let’s start and landing page demand i’m assuming

 

you people i’m just gon na reveal um speak about the basics really rapidly but i’m sure you men understand that this is a board each one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this between customers or tasks and it truly just depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a short prior to working on an innovative demand is utilizing the form so a type generally 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 searching for the size of uh the banner that they want the designer to develop and i’ll fine let me show you how to produce a form however basically this type comes in here and after that the group lead of the innovative design group or any other group can designate a specific designer to deal with it so let me reveal you people how to produce and add a type if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you people examine the view section since it’s simply another way to show um all your items simply 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 certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can upload this file if you want to need it you can always do a checkbox and then they can’t submit the type without filling this info in so you can really just produce any column with anything that you people need when an imaginative demand can be found in make it a type share the kind sneak peek the show you men how a kind looks like um the name of the demand you desire you want to add a particular quick with a certain i understand each company has a certain structure that

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they use um when do you require it by the concern and so on etc um you can take this link after put one 2nd let me click on 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 simply show you men 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 concepts stage and i require the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest top priority i wish to send it and let me show you men how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is important to know and then it can be called demands or concepts can be found in and after that i can just go ahead take it and move it to a particular group that i think it matters 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 group or another board depending upon how you outline your workflow just to make certain you people 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 guys are listening yay yes yes remarkable incredible incredible i’m glad you men are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them too but now i’ll simply give like a quick overview this is the person column as you guys know 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy a number of 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 kind view and people can fill it out and it comes in as a product on the board great so this is our column center what we use here is a priority one we called it priority however it’s basically a score column um we have actually a. Monday.Com Vs Smartsheets

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file column and we have a tags column what i love 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 men 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 project i’m working on i can simply connect 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 like the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m not sure if you men understand what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might show you men remove due date mode generally what i want to do i wish to set as due date i wish to take the status column but i could take any status column i have for example the. Monday.Com Vs Smartsheets