Monday Invoicing – Easily build, run, and scale

This article is focused on answering Monday 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 3 particular on boards which are usage cases for banner and landing page demands think about it more like innovative demands from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that too and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply want to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to begin awesome fine let’s start and landing page demand i’m presuming

 

you men i’m just gon na show um talk about the fundamentals really quickly but i make sure you people 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 discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this in between jobs or clients and it actually just depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a short prior to dealing with a creative request is utilizing the kind so a type essentially takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to produce and i’ll okay let me reveal you how to produce a type but generally this kind comes in here and then the group lead of the innovative design group or any other team can appoint a specific designer to deal with it so let me reveal you guys how to add a kind and produce 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 suggest you guys check the view area because it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i stated it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the type they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this info in so you can really just create any column with anything that you men require when a creative request can be found in make it a kind share the form sneak peek the show you men how a kind appears like um the name of the request you want you wish to add a specific brief with a particular i know each company has a specific structure that

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they use um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click on 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 just make look i’ll simply reveal you men 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 planning ideas stage and i require the creative department to assist 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 wish to send it and let me show you guys how it is available in on the board webinar demand test so it’s always going to enter the very first group which is very important to understand and then it can be called demands or concepts can be found in and then i can just go ahead take it and move it to a certain group that i believe it’s relevant 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 group or another board depending upon how you describe your workflow simply to make sure you men 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 write yes so i can get feedback while you people are listening yay yes yes amazing amazing remarkable i’m glad you guys are listening and understand everything great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them also today i’ll just give like a short introduction this is the person column as you guys understand we have our seven 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 item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you produce can be almost every column you produce can be in a type view and individuals can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a priority one we called it top priority but it’s essentially a rating column um we have a. Monday Invoicing

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Monday Invoicing