Monday.Com For Finance Teams 2022 – dream workflows

This article is focused on answering Monday.Com For Finance Teams …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 3 specific on boards which are use cases for banner and landing page demands consider it more like innovative demands from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that as well and lastly i’m going to show you dashboards um so let’s start in a minute i just want 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 begin remarkable all right let’s start and landing page demand i’m assuming

 

you people i’m just gon na reveal um talk about the basics really rapidly 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 a product today we’re going to discuss integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this between jobs or clients and it actually just depends on your workflow and the way we did it here to you can do it any way you desire however a cool way to get a short before working on an imaginative demand is utilizing the kind so a type basically takes all your columns and makes it a link that other individuals 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 produce and i’ll all right let me reveal you how to produce a type however generally this form comes in here and after that the group lead of the imaginative style team or any other group can appoint a specific designer to deal with it so let me show you men how to produce and add a kind if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men check the view section because it’s simply another way to show 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 particular things on your board so close the type view and like i stated it takes certain columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can really simply develop any column with anything that you guys need when an innovative request can be found in make it a form share the type sneak peek the program you men how a form appears like um the name of the request you desire you want to include a specific brief with a specific i understand each business has a certain structure that

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they use um when do you need it by the priority and so on and so forth 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 site copy it send it to whoever let’s just make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a particular apply for example today everything remains in the preparation ideas stage and i need the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest concern i wish to submit it and let me reveal you people how it is available 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 demands or ideas being available in and then i can simply proceed take it and move it to a specific group that i think it matters for in this case it needs 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 outline your workflow just to make certain 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 write yes so i can get feedback while you guys are listening yay yes yes remarkable remarkable incredible i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them too today i’ll just offer like a quick overview this is the person column as you men know we have our 7 core columns here and after that we have more fascinating 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 kind can populate several columns on one board yes dell you are proper every column that you produce can be nearly every column you create can be in a type view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a priority one we called it priority however it’s essentially a score column um we have actually a. Monday.Com For Finance Teams

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Monday.Com For Finance Teams