Project Management Software Compatible With Quickbooks – Work Without Limits

This article is focused on answering Project Management Software Compatible With Quickbooks …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 particular on boards which are usage cases for banner and landing page demands think of it more like creative demands from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to start awesome okay let’s begin and landing page demand i’m assuming

 

you people i’m simply gon na reveal um talk about the fundamentals really rapidly however i make certain you guys understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between clients or jobs 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 brief before working on an innovative request is using the form so a type essentially takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll fine let me show you how to develop a form but essentially this type can be found in here and after that the group lead of the creative design group or any other group can designate a particular designer to work on it so let me show you guys how to add a form and create if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys inspect the view area due to the fact that it’s simply another method to reveal 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 certain things on your board so close the form view and like i stated it takes particular columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be given the kind they can upload this file if you wish to require it you can always do a checkbox and after that they can’t submit the kind without filling this details in so you can actually simply create any column with anything that you men require when a creative request comes in make it a form share the kind sneak peek the program you men how a kind looks like um the name of the demand you desire you wish to include a certain short with a certain i know each company has a particular structure that

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they use 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 site copy it send it to whoever let’s just make look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can add a specific file for example right now whatever is in the preparation ideas stage and i require the creative 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 priority i want to send it and let me show you guys how it can be found in on the board webinar request test so it’s always going to enter into the first group which is very important to know and then it can be called requests or ideas being available in and after that i can simply go on take it and move it to a certain group that i believe 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 describe 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 just write yes so i can get feedback while you men are listening yay yes yes amazing awesome remarkable i’m glad you men are listening and understand everything great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them too today i’ll just give like a quick overview this is the person column as you guys understand we have our seven 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 item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate a number of columns on one board yes dell you are proper every column that you produce can be almost every column you produce can be in a type view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we use here is a concern one we named it top priority however it’s essentially a score column um we have a. Project Management Software Compatible 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 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 people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a specific job i’m working on i can just link them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m unsure 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 might show you people get rid of deadline mode essentially 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. Project Management Software Compatible With Quickbooks