This article is focused on answering Does Touchbistro Integrate With Quickbooks …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page requests think of it more like imaginative requests from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you people that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply 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 awesome all right let’s start and landing page demand i’m presuming
you guys i’m simply gon na reveal um talk about the essentials really quickly but i’m sure you people 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 go over integrations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this in between customers or jobs and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a short prior to working on an innovative request is utilizing the type so a kind basically takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to create a kind but essentially this form comes in here and after that the group lead of the innovative design team or any other group can appoint a specific designer to deal with it so let me show you guys how to include a type and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men examine the view section because it’s just another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i stated it takes specific columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can upload this file if you want to need it you can always do a checkbox and then they can’t send the kind without filling this details in so you can truly just develop any column with anything that you people need when an imaginative request comes in make it a type share the type preview the show you guys how a kind appears like um the name of the demand you want you wish to include a specific short with a specific i understand each business has a particular structure that
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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 form 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 just reveal you guys let’s fill it in and you can see um webinar request test i can include a specific apply for example right now whatever is in the preparation ideas phase and i need the creative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest priority i want to submit it and let me show you men how it is available in on the board webinar demand test so it’s constantly going to come into the first group which is very important to understand and then it can be called concepts or demands coming in and after that i can just go on take it and move it to a particular group that i believe 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 upon how you detail your workflow just to make certain you men 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 compose yes so i can get feedback while you people are listening yay yes yes remarkable amazing amazing i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them too now i’ll simply offer like a short overview this is the individual column as you people know we have our seven 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 product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy a number of columns on one board yes dell you are right every column that you create can be nearly every column you create can be in a form view and individuals can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a concern one we called it top priority however it’s basically a rating column um we have actually a. Does Touchbistro Integrate 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 on this today 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 reveal you people 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 specific project i’m dealing with i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i enjoy the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not exactly sure if you guys understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i could reveal you people get rid of deadline mode generally what i want to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Does Touchbistro Integrate With Quickbooks