Monday Com Open Source – Easily build, run, and scale

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 advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page requests consider it more like imaginative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that also and finally i’m going to reveal you dashboards um so let’s start in a minute i just want to bring up the um thing that i wished to show you people so i have it open and then we’re going to start amazing alright let’s begin and landing page request i’m presuming

 

you guys i’m simply gon na show um speak about the essentials really rapidly however i’m sure you men 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 go over integrations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this in between projects or clients and it truly simply depends on your workflow and the way 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 imaginative demand is using the form so a form generally takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to create a type but basically this kind can be found in here and then the team lead of the creative style group or any other group can designate a specific designer to work on it so let me show you people how to develop and include 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 advise you guys examine the view section due to the fact that it’s just 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 way to see um specific things on your board so close the type view and like i stated it takes particular columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the type they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t submit the form without filling this details in so you can really simply produce any column with anything that you people require when an innovative demand can be found in make it a kind share the type sneak peek the program you guys how a kind appears like um the name of the demand you want you wish to include a certain brief with a certain i know each company has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click on the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make appearance i’ll just show you men let’s fill it in and you can see um webinar request test i can include a specific declare example today everything remains in the planning ideas phase and i require the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest concern i wish to send it and let me show you people how it can be found in on the board webinar request test so it’s always going to enter the very first group which is necessary to know and after that it can be called requests or concepts can be found in and then i can just go on take it and move it to a specific group that i think 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 on how you detail your workflow simply to make sure 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 just compose yes so i can get feedback while you people are listening yay yes yes amazing amazing awesome i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them too and now i’ll just offer like a short summary this is the person column as you guys 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 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 occupy a number of columns on one board yes dell you are appropriate every column that you produce can be almost every column you produce can be in a form view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we utilize here is a concern one we named it concern but it’s generally a score column um we have actually a. Monday Com Open Source

monday.com, job management, tool, software, rates, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, job management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

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 search 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 particularly i can see that it’s another board and then if i have a particular project i’m working on i can simply connect them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i love the tech college let me just leave here [Music] okay 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 due date mode is let me undo this so i might show you guys 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 might take any status column i have for example the. Monday Com Open Source