Monday Com Accounting 2022 – dream workflows

This article is focused on answering Monday Com Accounting …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page requests consider it more like creative demands from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email 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 show you guys that as well and finally i’m going to show you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to show you people so i have it open and after that we’re going to start incredible all right let’s start and landing page demand i’m presuming

 

you guys i’m just gon na reveal um talk about the fundamentals really quickly but i make certain you men know 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 discuss integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this between tasks or customers and it really simply depends on 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 short before dealing with an innovative request is utilizing the form so a type essentially 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 trying to find the size of uh the banner that they desire the designer to create and i’ll alright let me reveal you how to develop a form but basically this form comes in here and after that the group lead of the creative design team or any other group can assign a certain designer to deal with it so let me reveal you men how to create and add a form if anything is too quick 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 suggest you men check the view area since it’s just another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the form view and like i said it takes particular columns not the person column naturally but other columns that you can conceal 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 constantly do a checkbox and then they can’t submit the kind without filling this details in so you can actually just develop any column with anything that you men require when an innovative demand comes in make it a type share the form sneak peek the show you men how a form appears like um the name of the demand you desire you wish to add a specific short with a particular i understand each business has a particular structure that

gantt charts project management tool monday.com alternatives

they use 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 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 reveal you people let’s fill it in and you can see um webinar demand test i can include a particular declare example today everything remains in the preparation concepts phase and i require the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in highest priority i wish to submit it and let me reveal you men how it comes in on the board webinar request test so it’s constantly going to enter the very first group which is essential to understand and after that it can be called ideas or requests being available in and then i can just proceed take it and move it to a particular group that i believe it matters 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 outline your workflow simply to ensure 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 write yes so i can get feedback while you guys are listening yay yes yes awesome incredible awesome i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them also and now i’ll simply give like a quick overview this is the individual column as you men know 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 likewise as a view we’ll get to that um soon um dale you just ask presuming one type can occupy several columns on one board yes dell you are right every column that you create can be practically every column you produce can be in a type view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we named it concern but it’s generally a rating column um we have actually a. Monday Com Accounting

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Monday Com Accounting