Monday.Com Integration With Quickbooks – Work Without Limits

This article is focused on answering Monday.Com Integration With Quickbooks …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page demands think of it more like imaginative demands from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that too and lastly i’m going to show you dashboards um so let’s begin in a minute i just 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 start remarkable alright let’s start and landing page request i’m presuming

 

you men i’m just gon na reveal um talk about the fundamentals truly quickly but i’m sure you people know that this is a board every one of these are called each row and a group 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 between months but you can do this in between clients or projects and it actually just depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick before dealing with an innovative demand is utilizing the type so a form basically takes all your columns and makes it a link that other individuals can fill out which they can publish 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 produce and i’ll all right let me reveal you how to produce a type however basically this kind can be found in here and after that the group lead of the innovative style team or any other group can designate a specific designer to deal with it so let me show you guys how to produce and add a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you people examine the view section due to the fact that it’s simply another method to show um all your items simply see things on a calendar or in a chart or you want a file view another way 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 naturally however other columns that you can hide or make um viewable for the individual that is going to be given the form they can submit this file if you wish to need it you can always do a checkbox and after that they can’t send the form without filling this information in so you can truly simply produce any column with anything that you men require when an innovative request can be found in make it a form share the kind preview the program you men how a type appears like um the name of the request you want you wish to include a particular short with a certain i understand each company has a certain 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 2nd let me click on 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 simply make look i’ll just show you guys let’s fill it in and you can see um webinar demand test i can add a particular file for example today everything is in the planning ideas stage and i require the innovative department to help 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 want to submit it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to enter into the first group which is necessary to understand and then it can be called ideas or requests coming in and then i can simply go ahead take it and move it to a certain group that i think it matters 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 group or another board depending upon how you outline your workflow just to make certain you people 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 simply compose yes so i can get feedback while you people are listening yay yes yes amazing amazing incredible i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them as well today i’ll simply offer like a quick introduction this is the individual column as you guys understand we have our seven 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 likewise as a view we’ll get to that um soon um dale you just ask presuming one type can occupy several columns on one board yes dell you are correct every column that you develop can be almost every column you develop can be in a form view and individuals can fill it out and it comes 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 concern however it’s essentially a score column um we have a. Monday.Com Integration With Quickbooks

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file column and we have a tags column what i enjoy 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 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 certain task i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i like the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m uncertain if you people know what this is however 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 undo this so i could show you men remove deadline mode essentially what i want to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Monday.Com Integration With Quickbooks