Monday Vs Clickup 2022 – dream workflows

This article is focused on answering Monday Vs Clickup …I’m a customer success manager 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 usage cases for banner and landing page demands consider it more like creative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that also and finally i’m going to reveal you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin remarkable alright let’s start and landing page request i’m assuming

 

you people i’m just gon na reveal um talk about the essentials truly rapidly but i make certain you guys know that this is a board every one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the method i divided my board here is between months but you can do this in between clients or jobs and it really 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 short prior to working on an imaginative request is using the type so a type essentially 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 want the designer to create and i’ll fine let me show you how to produce a kind however basically this kind comes in here and after that the group lead of the imaginative design team or any other group can assign a particular designer to work on it so let me reveal you people how to include a type and develop if anything is too quick 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 men check the view area since it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the form view and like i stated it takes particular columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can publish this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this information in so you can really just create any column with anything that you men need when an imaginative demand comes in make it a type share the type sneak peek the show you people how a kind looks like um the name of the request you desire you want to add a specific brief with a certain i know each business has a particular structure that

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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click on the type 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 just reveal you men let’s fill it in and you can see um webinar request test i can include a specific declare example right now whatever is in the planning ideas phase and i require the innovative 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 want to submit it and let me show you men how it comes in on the board webinar request test so it’s constantly going to enter into the very first group which is very important to understand and then it can be called requests or concepts coming in and after that i can just go ahead take it and move it to a certain 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 upon how you detail 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 type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes remarkable amazing amazing i’m glad you people are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them also today i’ll simply give like a short overview this is the individual column as you people know we have our seven core columns here and then 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are right every column that you produce can be nearly every column you produce can be in a kind view and people can fill it out and it can be found in as a product on the board terrific so this is our column center what we use here is a priority one we called it top priority however it’s essentially a ranking column um we have actually a. Monday Vs Clickup

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file column and we have a tags column what i enjoy about the tag column is if i click 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 then if i have a particular project i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i enjoy the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not sure if you people understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could reveal you guys eliminate due date mode basically what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday Vs Clickup