Monday.Com For Bookkeepers – Easily build, run, and scale

This article is focused on answering Monday.Com For Bookkeepers …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests think about it more like innovative requests from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that as well and last but not least 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 reveal you people so i have it open and after that we’re going to start incredible okay let’s begin and landing page demand i’m presuming

 

you people i’m just gon na reveal um talk about the fundamentals truly rapidly however i’m sure you men 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 review combinations 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 between customers or tasks and it really 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 quick prior to working on an imaginative request is utilizing the type so a kind essentially takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll fine let me reveal you how to develop a form however basically this form can be found in here and then the team lead of the creative style group or any other team can assign a certain designer to work on it so let me reveal you guys how to include a form and produce 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 include view i advise you guys inspect the view area because it’s simply another way to reveal um all your items simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the type view and like i said it takes specific 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 offered the form they can publish this file if you wish to require it you can always do a checkbox and then they can’t submit the form without filling this information in so you can truly simply develop any column with anything that you people require when a creative request is available in make it a kind share the type sneak peek the show you men how a form looks like um the name of the demand you desire you wish to add a particular short with a certain i understand each company has a particular 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 2nd let me click the kind 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 show you people let’s fill it in and you can see um webinar request test i can include a particular apply for example today whatever remains in the preparation ideas 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’s in highest concern i want to submit it and let me reveal you men how it is available in on the board webinar request test so it’s always going to enter the very first group which is necessary to understand 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 particular group that i believe it matters 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 on how you describe your workflow simply to make certain you men are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes awesome remarkable remarkable i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them as well but now i’ll simply provide like a quick overview this is the individual column as you people 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can populate a number of columns on one board yes dell you are appropriate every column that you produce can be nearly every column you develop can be in a type view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a top priority one we called it top priority but it’s generally a score column um we have actually a. Monday.Com For Bookkeepers

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file column and we have a tags column what i like 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 men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain project i’m dealing with i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that super cool and i love i like the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not sure if you guys understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i could show you guys get rid of deadline mode basically what i want to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Monday.Com For Bookkeepers