Monday Com Open Source – Work Without Limits

This article is focused on answering Monday Com Open Source …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 demands think about it more like innovative requests 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 review marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that also and finally i’m going to reveal you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you men so i have it open and then we’re going to begin awesome all right let’s start and landing page request i’m presuming

 

you men i’m simply gon na reveal um talk about the fundamentals truly rapidly but i’m sure you men understand that this is a board each one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this in between tasks or customers and it really just depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief before working on an imaginative request is utilizing the form so a form essentially takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll all right let me show you how to create a type but essentially this kind is available in here and after that the team lead of the creative style group or any other team can designate a particular designer to deal with it so let me show you men how to add a kind and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you men inspect the view section since it’s just another way to show 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 certain things on your board so close the kind view and like i said 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 offered the form they can upload 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 information in so you can really simply produce any column with anything that you men need when an imaginative request comes in make it a type share the kind sneak peek the program you guys how a kind appears like um the name of the demand you desire you want to include a specific quick with a specific i know each company has a specific structure that

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they utilize um when do you need it by the concern and so on and so forth 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 appearance i’ll just show you guys let’s fill it in and you can see um webinar demand test i can add a certain declare example today everything remains in the preparation concepts stage and i need the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest top priority i want to submit it and let me reveal you men how it comes in on the board webinar request test so it’s always going to come into the first group which is essential to understand and then it can be called demands or ideas coming in and after that i can simply proceed 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 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 detail 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 compose yes so i can get feedback while you guys are listening yay yes yes awesome incredible incredible i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them also today i’ll just offer like a brief introduction this is the individual column as you men know we have our 7 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 also on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can populate numerous columns on one board yes dell you are proper every column that you develop can be nearly every column you produce can be in a form view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we use here is a concern one we called it priority however it’s basically a rating column um we have a. Monday Com Open Source

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file column and we have a tags column what i like 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 show you people 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 certain task i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i like the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m uncertain if you guys understand what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might show you guys eliminate deadline mode basically what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Monday Com Open Source