Monday.Com For Accounting Firms 2022

This article is focused on answering Monday.Com For Accounting Firms …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page demands think about it more like innovative requests from designers content so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to show 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 incorporate with facebook for facebook advertisements so i’ll reveal you people that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin awesome okay let’s begin and landing page request i’m presuming

 

you guys i’m just gon na show um talk about the fundamentals really quickly however i make sure you people understand that this is a board each one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this in between projects or customers and it really 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 dealing with an imaginative request is using the form so a kind basically takes all your columns and makes it a link that other individuals can submit 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 develop and i’ll all right let me reveal you how to develop a kind but basically this kind can be found in here and then the team lead of the creative style group or any other group can designate a particular designer to work on it so let me show you people how to develop and include a form if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you men examine the view area due to the fact that it’s just another way to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the form view and like i said it takes specific columns not the person column naturally but other columns that you can conceal 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 always do a checkbox and then they can’t send the kind without filling this details in so you can really just produce any column with anything that you guys need when an imaginative demand can be found in make it a kind share the type sneak peek the show you guys how a kind appears like um the name of the demand you desire you want to include a particular short with a particular i know each company has a certain structure that

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they utilize 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 on the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a particular declare example today everything is in the planning concepts stage and i need the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest top 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 come into the first group which is very important to know and then it can be called concepts or requests coming in and after that i can just go ahead take it and move it to a particular group that i think it’s relevant 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 board or another group 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 men are listening yay yes yes incredible incredible remarkable i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them also but now i’ll simply give like a quick overview this is the individual column as you men understand we have our 7 core columns here and after that 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy numerous columns on one board yes dell you are correct every column that you create can be almost every column you create can be in a form view and people can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a priority one we named it concern however it’s essentially a rating column um we have 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 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 people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain project i’m working on i can just link them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i love the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you people 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 due date mode is let me reverse this so i could show you people eliminate deadline mode essentially what i wish to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Monday.Com For Accounting Firms