Monday Invoicing – Work Without Limits

This article is focused on answering Monday Invoicing …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 3 particular on boards which are usage cases for banner and landing page demands think about it more like creative demands from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that also and finally i’m going to show you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin remarkable okay let’s start and landing page request i’m assuming

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you guys i’m simply gon na reveal um talk about the fundamentals truly rapidly however i make certain you guys understand 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 integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this in between customers or tasks and it really simply depends on your workflow and the way 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 an imaginative demand is using the type so a kind generally 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 want the designer to develop and i’ll fine let me show you how to create a type however basically this kind is available in here and after that the group lead of the imaginative design team or any other team can designate a specific designer to deal with it so let me reveal you people how to include a kind and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you men inspect the view section due to the fact that 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 specific things on your board so close the kind view and like i stated it takes specific columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be offered the form they can publish this file if you want to need it you can constantly do a checkbox and then they can’t submit the kind without filling this info in so you can really just create any column with anything that you guys require when an imaginative demand is available in make it a kind share the form preview the show you guys how a kind looks like um the name of the demand you desire you wish to add a certain short with a particular i know each company has a specific structure that

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they utilize um when do you need it by the priority 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 website copy it send it to whoever let’s simply make look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a certain apply for example today everything remains in the preparation concepts phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest top priority i wish to send it and let me show you men how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is essential to know and then it can be called demands or concepts being available in and after that i can just go on take it and move it to a particular group that i think it matters for in this case it requires 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 outline your workflow just to ensure you people 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 guys are listening yay yes yes awesome awesome awesome i’m glad you people are listening and understand whatever great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them as well today i’ll simply provide like a short summary this is the person column as you people understand we have our 7 core columns here and after that we have more fascinating 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 assuming one form can occupy several columns on one board yes dell you are correct every column that you create can be almost every column you develop can be in a kind view and people can fill it out and it is available 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 priority but it’s essentially a rating column um we have actually a. Monday Invoicing

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Monday Invoicing