Monday Com Quickbooks 2022 – dream workflows

This article is focused on answering Monday Com Quickbooks …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 particular on boards which are usage cases for banner and landing page requests consider it more like creative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that too and finally i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wished to reveal you men so i have it open and then we’re going to begin remarkable fine let’s begin and landing page demand i’m assuming

 

you guys i’m just gon na reveal um talk about the fundamentals actually quickly but i’m sure you guys understand that this is a board every one of these are called each row and a group is called a product today we’re going to review integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this in between projects or customers and it actually simply depends on your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief prior to dealing with an imaginative demand is using the form so a type basically takes all your columns and makes it a link that other people 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 kind but essentially this kind comes in here and then the team lead of the creative design group or any other group can appoint a specific designer to work on it so let me reveal you men how to develop and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you men examine the view area because it’s simply another method to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the form view and like i said it takes particular columns not the individual column obviously however other columns that you can conceal or make um viewable for the person that is going to be given the kind they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can truly just create any column with anything that you people need when a creative request comes in make it a form share the kind sneak peek the show you guys how a type looks like um the name of the demand you want you wish to include a certain brief with a particular i understand each company has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize 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 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 include a certain apply for example right now everything remains in the preparation concepts phase and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest concern i want to send it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is very important to know and then it can be called ideas or demands can be found in and then i can simply proceed take it and move it to a certain group that i believe 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 on how you outline your workflow simply to make sure 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 guys are listening yay yes yes amazing amazing awesome i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them also but now i’ll simply offer like a brief introduction this is the individual column as you guys understand we have our 7 core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask presuming one form can occupy numerous columns on one board yes dell you are correct every column that you develop can be nearly every column you create can be in a type view and individuals can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a priority one we named it top priority however it’s generally a rating column um we have a. Monday Com Quickbooks

monday.com, project management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, service, crm, user, job management software application, gantt charts, basecamp, business, 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 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 guys how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a certain job i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you people know what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i might reveal you men eliminate deadline mode essentially what i wish to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday Com Quickbooks