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

This article is focused on answering Monday.Com For Invoicing …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 three specific on boards which are use cases for banner and landing page requests consider it more like imaginative demands from designers material 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 go over marketing campaign tracking and i wish 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 two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that as well and finally i’m going to show you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin incredible all right let’s start and landing page request i’m assuming

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you people i’m just gon na show um discuss the essentials truly rapidly however i’m sure you men 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 discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this between customers or jobs and it actually 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 quick before dealing with an imaginative request is using the form so a form basically takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll alright let me reveal you how to develop a form however essentially this type can be found in here and after that the team lead of the imaginative design group or any other group can appoint a certain designer to deal with it so let me show you men how to create and add a type if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys examine the view section due to the fact that it’s just another way to reveal um all your products simply 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 type view and like i stated it takes specific columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be offered the kind they can upload 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 produce any column with anything that you people require when a creative request comes in make it a kind share the kind preview the show you people how a kind appears like um the name of the request you desire you wish to include a certain short with a certain i understand each company has a particular structure that

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they use um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click on the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a specific declare example right now whatever is in the planning concepts phase and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest priority i want to send it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to enter the very first group which is important to know and after that it can be called ideas or demands coming in and then i can just proceed take it and move it to a particular group that i think 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 on how you detail your workflow simply to make certain you guys are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes remarkable awesome incredible i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them too and now i’ll just provide like a short introduction this is the person column as you men know we have our 7 core columns here and then we have more fascinating 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 simply ask presuming one form can populate a number of columns on one board yes dell you are appropriate every column that you produce can be almost every column you create can be in a form view and people can fill it out and it is available 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 concern but it’s basically a rating column um we have a. Monday.Com For Invoicing

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file column and we have a tags column what i enjoy 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 reveal you guys 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 job i’m dealing with i can simply link them with tags and then i can cross board search it to what it matters for so i discover that very 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 uncertain if you men know 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 undo this so i could reveal you guys remove due date mode basically what i wish to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday.Com For Invoicing