This article is focused on answering Quickbooks Integration With Project Management Software …I’m a customer success supervisor 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 usage cases for banner and landing page requests think of it more like innovative requests from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that too and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and then we’re going to begin remarkable okay let’s start and landing page demand i’m assuming
you people i’m simply gon na reveal um talk about the essentials really quickly however i’m sure 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 go over combinations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between customers or jobs 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 quick before working on a creative request is utilizing the form so a form essentially takes all your columns and makes it a link that other people can complete 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 okay let me show you how to develop a form but basically this kind can be found in here and then the team lead of the imaginative style team or any other group can assign a certain designer to work on it so let me reveal you men how to produce and add a kind if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men inspect the view section due to the fact that it’s just another way to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the form view and like i said it takes specific 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 provided the kind they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t submit the type without filling this information in so you can truly simply produce any column with anything that you guys need when an imaginative demand is available in make it a kind share the type sneak peek the show you men how a form appears like um the name of the demand you desire you want to add a certain quick with a specific i understand each company has a particular structure that
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they utilize um when do you require it by the concern and so on and so forth um you can take this link after put one second let me click on the form 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 appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can add a certain declare example right now whatever is in the preparation ideas phase and i require the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest priority i wish to submit it and let me reveal you guys how it can be found in on the board webinar request test so it’s constantly going to enter into the very first group which is necessary to understand and then it can be called concepts or requests being available in and then i can simply proceed take it and move it to a specific group that i believe it’s relevant 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 upon how you detail your workflow just to make certain you men 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 guys are listening yay yes yes amazing awesome amazing i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them too now i’ll just provide like a brief introduction this is the individual column as you men understand we have our seven 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 just ask presuming one type can occupy numerous columns on one board yes dell you are right every column that you develop can be practically every column you produce can be in a type view and individuals can fill it out and it can be found 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 top priority but it’s essentially a score column um we have a. Quickbooks Integration With Project Management Software
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Quickbooks Integration With Project Management Software