Monday.Com For Finance Teams – Work Without Limits

This article is focused on answering Monday.Com For Finance Teams …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 show you 3 specific on boards which are usage cases for banner and landing page demands think about it more like creative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you men that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wished to show you people so i have it open and then we’re going to start amazing alright let’s start and landing page request i’m assuming

 

you guys i’m simply gon na reveal um talk about the essentials really rapidly however i make certain you guys know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss 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 between customers or jobs and it actually just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short prior to working on a creative demand 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 trying to find the size of uh the banner that they desire the designer to produce and i’ll alright let me show you how to create a form however essentially this kind can be found in here and after that the group lead of the innovative design team or any other group can assign a certain designer to deal with it so let me reveal you men how to develop and include a form if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you people inspect the view section due to the fact that 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 specific things on your board so close the type view and like i said it takes specific columns not the individual column of course however other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can submit this file if you want to need it you can always do a checkbox and then they can’t send the form without filling this information in so you can really just create any column with anything that you people require when a creative request is available in make it a type share the type sneak peek the show you people how a form looks like um the name of the demand you desire you wish to include a specific quick with a specific i know each company has a particular structure that

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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one second let me click the type 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 simply show you guys let’s fill it in and you can see um webinar demand test i can include a certain apply for example right now whatever remains in the planning concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest top priority i wish to send it and let me reveal you men how it is available in on the board webinar request test so it’s always going to come into the first group which is essential to know and then 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 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 board or another group 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 kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes amazing remarkable awesome i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them also today i’ll simply offer like a brief 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 also on the product itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one form can populate numerous columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a form view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a priority one we named it priority however it’s basically a score column um we have a. Monday.Com For Finance Teams

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file column and we have a tags column what i like 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 browse facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a particular job i’m dealing with i can merely connect them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m uncertain if you men know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i might show you men remove due date mode essentially what i want to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Monday.Com For Finance Teams