Xero Monday Integration 2022 – dream workflows

This article is focused on answering Xero Monday Integration …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 show you three specific on boards which are use cases for banner and landing page requests consider it more like imaginative demands from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that as well and last but not least i’m going to show you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you people so i have it open and then we’re going to begin incredible fine let’s start and landing page request i’m assuming

 

you people i’m simply gon na show um discuss the fundamentals truly quickly however i make sure you men 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 review integrations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this in between projects or customers and it really simply depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a short prior to dealing with a creative request is utilizing the kind so a type essentially takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to develop a type but essentially this form is available in here and after that the group lead of the creative style group or any other team can appoint a particular designer to work on it so let me reveal you guys how to add a type and develop if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you men check the view area since it’s just another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i said it takes particular 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 provided the form they can upload this file if you want to need it you can constantly do a checkbox and then they can’t send the type without filling this information in so you can really just create any column with anything that you people require when an innovative demand is available in make it a form share the type sneak peek the show you guys how a form appears like um the name of the demand you desire you wish to include a particular short with a particular i know each company has a particular structure that

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they use um when do you need it by the concern and so on and so forth um you can take this link after put one second 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 show you men let’s fill it in and you can see um webinar request test i can include a specific file for example right now whatever is in the preparation ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern i wish to send it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to enter the first group which is very important to know and after that it can be called requests or concepts can be found in and then i can simply go ahead take it and move it to a certain group that i believe it’s relevant 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 describe your workflow just to make sure you guys are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes amazing amazing awesome i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them as well today i’ll just provide like a brief summary this is the person column as you men know we have our 7 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 quickly um dale you simply ask presuming one type can populate several columns on one board yes dell you are appropriate every column that you produce can be almost every column you develop can be in a type view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a concern one we called it concern but it’s essentially a ranking column um we have actually a. Xero Monday Integration

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Xero Monday Integration