How To Integrate With Xero – Easily build, run, and scale

This article is focused on answering How To Integrate With Xero …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 specific 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 networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss 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 want 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 advertisements so i’ll show you men that too and finally i’m going to show you dashboards um so let’s start in a minute i simply want 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 begin incredible fine let’s begin and landing page demand i’m assuming

 

you people i’m just gon na reveal um discuss the essentials truly quickly but i make sure you men know that this is a board each one of these are called each row and a group is called a product today we’re going to discuss integrations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this in between projects or customers and it truly just depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a short before working on an innovative request is utilizing the form so a form basically takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll alright let me reveal you how to create a kind but basically this type is available in here and then the team lead of the imaginative style team or any other group can appoint a certain designer to deal with it so let me reveal you men how to develop and include a form if anything is too quick or something is unclear 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 because it’s simply another method to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type view and like i said it takes certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can upload this file if you want to need it you can always do a checkbox and after that they can’t send the kind without filling this info in so you can truly just develop any column with anything that you people require when an imaginative demand comes in make it a kind share the kind preview the program you men how a kind appears like um the name of the request you desire you want to add a particular quick with a particular i understand each business has a certain structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the priority and so on and so forth um you can take this link after put one second 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 appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a certain declare example today everything is in the planning concepts stage and i require the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest top priority i wish to send it and let me reveal you people how it is available in on the board webinar request test so it’s constantly going to enter into the very first group which is essential to know and then it can be called ideas or demands being available in and after that i can just go ahead take it and move it to a specific group that i believe it’s relevant 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 board or another group depending upon how you outline your workflow simply to make sure you guys are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes remarkable incredible amazing i’m glad you men 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 as well now i’ll simply provide like a quick introduction this is the person column as you guys 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 likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy numerous columns on one board yes dell you are proper every column that you create can be practically every column you produce can be in a form view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a concern one we named it concern but it’s basically a rating column um we have a. How To 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 on 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 search 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 then if i have a particular task i’m working on i can simply connect them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m unsure if you people understand what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might reveal you people eliminate deadline mode basically what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. How To Integrate With Xero