Monday.Com For Accounting Firms – Easily build, run, and scale

This article is focused on answering Monday.Com For Accounting Firms …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 use cases for banner and landing page requests consider it more like creative demands from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then 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 ads so i’ll show you guys that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wished to reveal you guys so i have it open and after that we’re going to start remarkable fine let’s start and landing page request i’m assuming

 

you men i’m just gon na reveal um talk about the essentials truly rapidly but i make certain you men know that this is a board each one of these are called a group and each row is called an item today we’re going to discuss combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this between customers or projects and it really simply depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief before dealing with a creative request is utilizing the type so a type generally takes all your columns and makes it a link that other people 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 alright let me reveal you how to produce a kind but essentially this form can be found in here and then the group lead of the imaginative style group or any other team can assign a certain designer to deal with it so let me show you people how to add a kind and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people check the view area due to the fact that it’s just another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the form view and like i stated it takes particular columns not the person column of course however other columns that you can hide or make um viewable for the person that is going to be given the form they can submit this file if you want to need it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can actually just produce any column with anything that you people require when a creative demand is available in make it a type share the type preview the show you men how a kind looks like um the name of the demand you want you wish to add a particular brief with a certain i understand each company has a certain structure that

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they use um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click the type 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 look i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can include a certain file for example today whatever is in the planning concepts stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest top priority i want to submit it and let me reveal you men how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is essential to understand and after that it can be called requests or concepts coming in and then i can simply proceed take it and move it to a certain group that i think it matters 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 guys are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes remarkable remarkable remarkable i’m glad you men are listening and understand whatever great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them too and now i’ll simply give like a brief overview this is the individual column as you guys know we have our 7 core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one type can populate several columns on one board yes dell you are proper every column that you produce can be almost every column you develop can be in a kind 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 priority one we named it priority however it’s generally a ranking column um we have actually a. Monday.Com For Accounting Firms

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file column and we have a tags column what i love 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 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 task i’m working on i can merely link them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i like the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you people 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 reverse this so i might reveal you guys remove due date mode basically what i want to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Monday.Com For Accounting Firms