Monday Com Open Source 2022 – dream workflows

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 show you three specific on boards which are use cases for banner and landing page demands think about it more like innovative 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 go over marketing project tracking and i wish 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 sneak peek of how in two 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 just wish to bring up the um thing that i wished to show you men so i have it open and after that we’re going to start incredible okay let’s start and landing page request i’m assuming

 

you guys i’m simply gon na reveal um discuss the fundamentals really quickly but i’m sure you guys understand that this is a board each one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this in between clients or tasks and it actually simply depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief prior to working on a creative 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 upload 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 okay let me reveal you how to develop a kind but generally this form comes in here and then the group lead of the innovative design group or any other team can appoint a particular designer to deal with it so let me show you people how to produce and add a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you guys check the view section due to the fact that it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you desire 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 however other columns that you can conceal or make um viewable for the person that is going to be offered the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the type without filling this details in so you can actually simply develop any column with anything that you guys require when an innovative demand comes in make it a type share the type sneak peek the program you men how a form appears like um the name of the demand you desire you want to add a specific quick with a certain i know each business has a specific structure that

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they use um when do you need it by the top priority and so on etc um you can take this link after put one second let me click 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 appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a specific apply for example right now whatever remains in the planning concepts stage and i require the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest concern i want to submit it and let me show you men how it is available in on the board webinar request test so it’s always going to enter the very first group which is important to understand and after that it can be called concepts or demands can be found in and after that i can just go on take it and move it to a certain group that i believe it matters 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 on how you detail your workflow just to make certain you men 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 people are listening yay yes yes awesome incredible awesome i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them too today i’ll just give like a brief summary this is the person column as you people understand we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy a number of columns on one board yes dell you are correct every column that you produce can be practically every column you develop can be in a form view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a concern one we named it top priority however it’s generally 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 love 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 search 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 specifically i can see that it’s another board and after that if i have a certain job i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i discover that super cool and i love i like the tech college let me simply get out of 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 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 want to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Open Source