This article is focused on answering Monday.Com Open Api …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page demands think about it more like creative requests from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and finally i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to begin remarkable fine let’s start and landing page request i’m presuming
you guys i’m simply gon na reveal um speak about the basics really rapidly however i’m sure you people know that this is a board each one of these are called each row and a group is called an item today we’re going to discuss 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 between customers or tasks and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief before dealing with an innovative demand is utilizing the form so a kind essentially takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll okay let me reveal you how to produce a form however essentially this form comes in here and after that the group lead of the creative design group or any other team can appoint a specific designer to deal with it so let me reveal you people how to produce and add a kind if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people examine the view area because it’s just another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the form view and like i stated it takes certain columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be provided the type they can upload this file if you wish to require it you can always do a checkbox and after that they can’t send the kind without filling this details in so you can truly simply create any column with anything that you guys require when an imaginative request can be found in make it a form share the form sneak peek the program you people how a type looks like um the name of the request you want you want to include a specific quick with a certain i know each company has a specific 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 kind 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 look i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can add a specific file for example right now everything is in the planning concepts phase and i need the imaginative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in highest top priority i want to send it and let me show you people how it comes in on the board webinar demand test so it’s always going to enter the very first group which is important to understand and after that it can be called ideas or demands can be found in and after that i can just go on take it and move it to a particular group that i think it matters 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 outline your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes amazing incredible amazing i’m glad you men are listening and understand everything excellent 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 too now i’ll just provide like a brief summary this is the person column as you people understand we have our seven core columns here and after that 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 likewise as a view we’ll get to that um quickly um dale you just ask assuming one kind can occupy several columns on one board yes dell you are right every column that you produce can be practically every column you create can be in a kind view and people 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 concern but it’s essentially a ranking column um we have a. Monday.Com Open Api
monday.com, task management, tool, software application, prices, asana, apps, trello, kanban, microsoft, automations, service, crm, user, job management software, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.
file column and we have a tags column what i like 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 guys 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 job i’m working on i can merely connect 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 just get out of here [Music] alright um [Music] and yeah and i’m not exactly 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 deadline mode is let me undo this so i could reveal you guys eliminate deadline mode essentially what i want to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Monday.Com Open Api