This article is focused on answering Monday Com Open Source Alternative …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 show you 3 specific on boards which are use cases for banner and landing page requests think of it more like imaginative demands from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that too and finally i’m going to reveal you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to begin incredible fine let’s start and landing page demand i’m assuming
you men i’m simply gon na reveal um talk about the fundamentals truly quickly however i make certain you guys 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 enjoyable things so the method i divided my board here is in between months but you can do this in between customers or jobs and it really simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a short prior to working on a creative request is utilizing the form so a type basically 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 trying to find the size of uh the banner that they want the designer to create and i’ll fine let me show you how to create a type but basically this type is available in here and after that the team lead of the creative style group or any other group can appoint a certain designer to work on it so let me reveal you guys how to create and add a form 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 section because it’s simply another way 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 specific things on your board so close the type view and like i stated it takes certain columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can submit 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 details in so you can really simply create any column with anything that you men need when an innovative request can be found in make it a form share the type sneak peek the show you guys how a kind looks like um the name of the request you want you wish to add a specific short with a particular i understand each business has a specific structure that
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they utilize um when do you need it by the priority and so on etc 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 website copy it send it to whoever let’s just make look i’ll simply show you men let’s fill it in and you can see um webinar demand test i can include a certain file for example right now everything remains in the preparation concepts stage and i require the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest top priority i wish to submit it and let me reveal you men how it is available in on the board webinar demand test so it’s always going to enter into the very first group which is essential to know and then it can be called concepts or requests coming in and after that i can just go ahead take it and move it to a particular group that i think 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 simply to make sure you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes awesome awesome awesome i’m glad you men are listening and comprehend everything excellent 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 also and now i’ll just offer like a quick summary 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 also on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can populate numerous columns on one board yes dell you are appropriate every column that you create can be nearly every column you create can be in a kind view and individuals can fill it out and it is available in as an item 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. Monday Com Open Source Alternative
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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 reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific task i’m working on i can merely connect them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i enjoy the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you guys 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 due date mode is let me undo this so i might reveal you men remove deadline mode essentially what i want to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Monday Com Open Source Alternative