Monday.Com And Xero 2022

This article is focused on answering Monday.Com And Xero …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 three particular on boards which are usage cases for banner and landing page requests think of it more like creative demands from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish 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 advertisements so i’ll reveal you men that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to start awesome alright let’s begin and landing page demand i’m assuming

 

you people i’m just gon na reveal um talk about the basics really rapidly however i make sure you guys know that this is a board every one of these are called a group and each row is called an item 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 however you can do this between tasks or customers and it actually simply depends on 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 short before working on an imaginative request is utilizing the kind so a form basically takes all your columns and makes it a link that other individuals can complete 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 desire the designer to develop and i’ll okay let me show you how to produce a type however generally this kind can be found in here and then the team lead of the imaginative design group or any other group can designate a certain designer to deal with it so let me reveal you men how to develop and add a type if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people inspect the view section due to the fact that it’s simply another way to show um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the type view and like i said it takes certain columns not the person column obviously but other columns that you can hide or make um viewable for the person that is going to be given the kind they can submit this file if you wish to require it you can always do a checkbox and then they can’t send the type without filling this details in so you can really just develop any column with anything that you people require when a creative request can be found in make it a type share the type preview the program you guys how a kind looks like um the name of the demand you want you wish to include a certain short with a certain i understand each business has a certain structure that

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they utilize um when do you require 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 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 appearance i’ll simply show you men let’s fill it in and you can see um webinar demand test i can include a certain file for example right now everything remains in the planning ideas phase and i need 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 concern i want to send it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to enter the first group which is necessary to understand and after that it can be called ideas or demands being available in and after that i can simply go on take it and move it to a specific group that i believe it’s relevant for in this case it requires 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 on how you describe your workflow just 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 type and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes awesome incredible awesome i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them as well but now i’ll just give like a short summary this is the person column as you guys understand we have our seven core columns here and after that we have more interesting 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 assuming one type can occupy a number of columns on one board yes dell you are correct every column that you produce can be almost every column you develop can be in a form view and people can fill it out and it is available in as an item on the board great so this is our column center what we use here is a concern one we called it concern however it’s generally a score column um we have a. Monday.Com And Xero

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Monday.Com And Xero