This article is focused on answering Is Monday.Com Open Source …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page requests consider it more like creative requests from designers material so on etc copywriters um a social networks preparation and style 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 sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that as well and lastly i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin remarkable fine let’s begin and landing page request i’m presuming
you guys i’m simply gon na reveal um discuss the fundamentals truly quickly however i make certain you men understand 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 things so the method i divided my board here is in between months however you can do this between projects or customers and it really just depends upon your workflow and the way we did it here to you can do it any way you want however a cool way to get a short before dealing with an imaginative request is utilizing the form so a kind basically takes all your columns and makes it a link that other people can complete 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 fine let me reveal you how to produce a type however basically this type comes in here and after that the group lead of the imaginative style team or any other group can assign a certain designer to deal with it so let me reveal you men how to add a form and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys check the view area because it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i stated it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can upload this file if you wish to require it you can always do a checkbox and then they can’t submit the type without filling this information in so you can truly just produce any column with anything that you men require when a creative demand comes in make it a type share the type sneak peek the program you people how a form looks like um the name of the request you want you want to include a particular brief with a specific i understand each company has a certain structure that
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they utilize um when do you require it by the priority 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 just make appearance i’ll just show you men let’s fill it in and you can see um webinar demand test i can include a certain file for example today everything is 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 might 23rd and it remains in highest top priority i want to send it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is essential to understand and then it can be called ideas or demands coming in and after that i can just go on take it and move it to a specific group that i think it matters for in this case it needs 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 on how you describe your workflow simply to make certain you guys 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 just compose yes so i can get feedback while you guys are listening yay yes yes awesome incredible remarkable i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them as well and now i’ll just provide like a brief summary this is the person column as you people 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 likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be almost every column you create can be in a type view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a priority one we called it priority however it’s generally a ranking column um we have a. Is Monday.Com Open Source
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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 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 men 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 certain task i’m working on i can merely connect them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i like the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m unsure if you men know what this is but 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 reverse this so i might reveal you guys remove deadline mode generally what i wish to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Is Monday.Com Open Source