Does Monday.Com Integrate With Xero – Easily build, run, and scale

This article is focused on answering Does Monday.Com Integrate With Xero …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 reveal you three specific on boards which are use cases for banner and landing page demands think about it more like imaginative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss 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 show you a slip 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 show you men that also and finally i’m going to show you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you people so i have it open and after that we’re going to start awesome alright let’s start and landing page request i’m presuming

 

you people i’m just gon na reveal um speak about the essentials actually quickly however i make sure you people 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 review combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this between clients or projects and it truly just depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a brief prior to dealing with an imaginative request is utilizing the form so a type essentially 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 develop and i’ll fine let me show you how to produce a form however essentially this form comes in here and then the team lead of the imaginative design group or any other group can appoint a specific designer to work on it so let me reveal you guys how to develop and include a kind 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 include view i recommend you people check the view section since it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the form view and like i stated it takes specific columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the kind they can submit this file if you wish to need it you can always do a checkbox and then they can’t submit the kind without filling this details in so you can truly just create any column with anything that you men require when a creative request can be found in make it a form share the form sneak peek the show you people how a type appears like um the name of the demand you desire you wish to include a certain short with a certain i understand each company has a specific structure that

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they use 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 website copy it send it to whoever let’s simply make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example today whatever is in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest priority i wish to submit it and let me reveal you people how it is available in on the board webinar request test so it’s always going to enter the very first group which is important to know and then it can be called requests or concepts coming in and then i can just proceed take it and move it to a certain group that i believe it’s relevant for in this case it requires 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 on how you detail your workflow simply to make sure 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 just write yes so i can get feedback while you people are listening yay yes yes remarkable amazing amazing i’m glad you people are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them too but now i’ll simply offer like a brief summary this is the person column as you guys understand we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate a number of columns on one board yes dell you are correct every column that you produce can be practically every column you develop can be in a type view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a priority one we called it concern but it’s basically a ranking column um we have actually a. Does Monday.Com Integrate With Xero

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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 people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific task i’m working on i can just 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 just leave here [Music] okay um [Music] and yeah and i’m uncertain if you men understand what this is but 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 reverse this so i might reveal you men remove due date mode essentially what i wish to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Does Monday.Com Integrate With Xero