Is Monday.Com Compatible With Quickbooks 2022 – dream workflows

This article is focused on answering Is Monday.Com Compatible With Quickbooks …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 specific on boards which are use cases for banner and landing page demands consider it more like creative requests from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to start incredible alright let’s start and landing page demand i’m assuming

 

you men i’m simply gon na show um discuss the fundamentals truly quickly however i’m sure you men understand 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 go over 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 between clients or tasks and it actually just depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short prior to dealing with an imaginative demand is utilizing the form so a form generally 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 searching for the size of uh the banner that they want the designer to produce and i’ll fine let me show you how to develop a type however basically this kind comes in here and then the team lead of the imaginative style group or any other group can assign a particular designer to work on it so let me show you people how to develop and add a type 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 add view i advise you people examine the view section because it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the kind view and like i stated it takes certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can submit this file if you wish to need it you can always do a checkbox and then they can’t submit the kind without filling this details in so you can really just develop any column with anything that you men need when an innovative request is available in make it a form share the form preview the show you guys how a type appears like um the name of the demand you desire you wish to include a specific brief with a particular i know each business has a certain structure that

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they use um when do you need it by the concern 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 look i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a particular apply for example right now whatever remains in the planning concepts stage 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 remains in highest concern i wish to submit it and let me show you people how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is very important to understand and after that it can be called ideas or requests being available in and after that i can just go ahead take it and move it to a specific group that i think it’s relevant for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another board or another group depending upon 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 type and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes awesome incredible amazing i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also and now i’ll simply offer like a short introduction this is the person column as you men understand we have our seven core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate a number of columns on one board yes dell you are appropriate every column that you develop can be practically every column you develop can be in a kind view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a top priority one we called it priority however it’s essentially a rating column um we have a. Is Monday.Com Compatible With Quickbooks

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file column and we have a tags column what i love about the tag column is if i click this right now 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 project i’m dealing with i can merely link 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 enjoy the tech college let me just leave here [Music] all right 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 way i connected them together and did due date mode is let me reverse this so i could show you men get rid of due date mode essentially what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Is Monday.Com Compatible With Quickbooks