Monday Com Accounting – Easily build, run, and scale

This article is focused on answering Monday Com Accounting …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 show you 3 specific on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show 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 reveal you guys that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to start remarkable alright let’s begin and landing page demand i’m presuming

 

you guys i’m simply gon na show um talk about the basics actually 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 a product today we’re going to go over combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this in between clients or tasks and it truly just depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief prior to dealing with an innovative demand is utilizing the type so a kind basically takes all your columns and makes it a link that other people 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 all right let me reveal you how to create a form however generally this kind can be found in here and then the team lead of the innovative 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 form and develop 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 examine the view section because it’s simply another method to show 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 particular things on your board so close the form view and like i said it takes particular columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can submit this file if you want to require it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can really just create any column with anything that you people need when an imaginative demand can be found in make it a kind share the kind preview the show you men how a form looks like um the name of the demand you desire you wish to add a specific brief with a specific i understand each business has a specific structure that

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they utilize um when do you require it by the top priority and so on etc 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 simply make appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a certain declare example today everything remains in the planning ideas phase and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest top priority i wish to send it and let me show you guys how it can be found in on the board webinar request test so it’s constantly going to enter into the first group which is very important to understand and then it can be called demands or ideas being available in and after that i can just go ahead take it and move it to a particular group that i believe it’s relevant for in this case it needs to be done by might 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 simply to ensure you men 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 incredible awesome i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them also today i’ll simply offer like a short summary this is the individual 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 soon um dale you just ask assuming one kind can populate numerous columns on one board yes dell you are appropriate every column that you produce can be practically every column you create can be in a kind view and people 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 use here is a priority one we called it priority however it’s essentially a ranking column um we have actually a. Monday Com Accounting

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file column and we have a tags column what i like about the tag column is if i click this today 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 men 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 certain project i’m working on i can simply link them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly 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 not exactly sure if you men understand what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i might reveal you people eliminate due date mode generally what i wish to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday Com Accounting