Monday Com For Accountants – Work Without Limits

This article is focused on answering Monday Com For Accountants …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers content 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 discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that as well 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 show you men so i have it open and after that we’re going to begin remarkable alright let’s start and landing page request i’m assuming

 

you guys i’m just gon na show um speak about the basics really quickly but i make sure you people understand 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 combinations 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 clients or projects and it actually simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a short before dealing with a creative demand is utilizing the kind so a form generally takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll okay let me show you how to develop a type but basically this form is available in here and after that the team lead of the innovative style group or any other group can assign a particular designer to work on it so let me reveal you men how to develop and include 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 include view i advise you men check the view section because it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the kind view and like i said it takes certain 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 form they can publish this file if you want to require it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can actually simply develop any column with anything that you guys need when a creative demand comes in make it a type share the kind preview the program you men how a type appears like um the name of the demand you want you want to include a particular brief with a certain i understand each business has a certain structure that

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they use um when do you require it by the concern and so on etc 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 simply 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 whatever remains in the planning concepts phase and i require 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 send it and let me show you guys how it comes in on the board webinar request test so it’s constantly going to enter into the first group which is very important to know and after that it can be called requests or ideas being available in and then i can simply go on 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 detail your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you understood the kind 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 terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them also and now i’ll just provide like a short overview this is the person column as you guys 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 also as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are correct every column that you produce can be practically 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 terrific so this is our column center what we use here is a priority one we called it concern however it’s essentially a score column um we have a. Monday Com For Accountants

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file column and we have a tags column what i love about the tag column is if i click 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 browse facebook it’s going to do a cross board search let me reveal you men 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 project i’m dealing with i can just link them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i love the tech college let me just leave here [Music] okay 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 way i linked them together and did due date mode is let me reverse this so i could show you people get rid of due date mode basically what i want to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Monday Com For Accountants

Monday.Com For Accountants – Work Without Limits

This article is focused on answering Monday.Com For Accountants …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 think of it more like creative requests from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you men that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin remarkable all right let’s begin and landing page request i’m assuming

 

you people i’m just gon na reveal um discuss the essentials truly quickly but i make sure you men understand that this is a board each one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this in between customers or tasks and it really simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a quick before working on an imaginative demand is using the type so a form generally takes all your columns and makes it a link that other people 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 produce and i’ll alright let me reveal you how to produce a type however essentially this kind is available in here and then the team lead of the innovative style team or any other team can appoint a specific designer to deal with it so let me show you men how to create and include a kind if anything is too quick 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 suggest you people check the view area because it’s just another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another method 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 however other columns that you can hide 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 always do a checkbox and then they can’t send the type without filling this info in so you can truly simply produce any column with anything that you guys require when a creative demand is available in make it a kind 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 include a particular brief with a particular i know each company has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click on the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can include a certain file for example right now everything is in the preparation ideas phase and i need the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest top priority i want to submit it and let me show you guys how it is available in on the board webinar request test so it’s always going to come into the first group which is important to understand and then it can be called requests or concepts being available in and then i can just go ahead 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 describe your workflow simply to make sure you men 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 just write yes so i can get feedback while you people are listening yay yes yes amazing incredible remarkable i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them too but now i’ll simply provide like a brief introduction this is the person column as you guys 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are correct every column that you develop can be nearly every column you develop can be in a type view and people can fill it out and it is available in as a product on the board great so this is our column center what we utilize here is a concern one we called it top priority however it’s essentially a ranking column um we have a. Monday.Com For Accountants

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Monday.Com For Accountants