Monday Com Quickbooks Integration 2022

This article is focused on answering Monday Com Quickbooks Integration …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 consider it more like innovative demands 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 go over marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to show you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that too and finally i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin amazing fine let’s begin and landing page request i’m assuming

 

you men i’m just gon na reveal um talk about the essentials really quickly but i make sure you people understand 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 go over combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this 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 but a cool way to get a brief before working on a creative demand is using the form so a kind basically 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 trying to find the size of uh the banner that they desire the designer to create and i’ll okay let me show you how to create a type however generally this kind is available in here and after that the team lead of the innovative style group or any other group can appoint a specific designer to work on it so let me show you people how to add a form and develop if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you men examine the view area since it’s just another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the form view and like i said it takes certain columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be given the kind they can publish this file if you wish to require it you can always do a checkbox and after that they can’t submit the type without filling this info in so you can truly simply produce any column with anything that you men need when a creative request comes in make it a kind share the form preview the program you men how a form appears like um the name of the request you desire you want to add a certain short with a particular i understand each business 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 site copy it send it to whoever let’s simply make look i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can add a certain file for example right now everything remains in the planning ideas phase and i require the imaginative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in highest top priority i want to send it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to enter into the very first group which is necessary to know and after that it can be called concepts or requests being available in and then i can just go on take it and move it to a specific group that i think 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 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 simply compose yes so i can get feedback while you people are listening yay yes yes awesome incredible remarkable i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them also and now i’ll simply give like a quick overview 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 product itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can occupy several columns on one board yes dell you are appropriate every column that you develop can be practically every column you develop can be in a kind view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a priority one we named it top priority but it’s basically a rating column um we have actually a. Monday Com Quickbooks Integration

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Monday Com Quickbooks Integration