Monday Com Dashboard Tutorial – Project management

So…Monday Com Dashboard Tutorial…this is monday.com it’s a platform that groups use to handle anything literally anything let’s begin with the board it’s the foundation of the platform as an example i’m going to demonstrate how a real estate firm uses monday.com to handle the core of their company first include a row for each property in your portfolio then we’re going to construct our process the very first column we’ll include is an individual column so we can see which representative is in charge of each property columns are the foundation of your workflow they are adaptable to any process no matter the industry or company let’s add a place column to see where all our residential or commercial properties are a numbers column for the sale price a date column to keep an eye on the provings and a status column to get easy updates then there are views views let you take data from your board and visualize it in various ways utilize the calendar view to see when your provings are and click here to see all your areas in a map whoa filter rows by individual by status or by any piece of data in the board bang another one offered wait stop talking what i’m not a real estate representative i run a startup

 

Monday.com is a project management system created to provide you a transparent and versatile method to organize your work. With a highly visual scheduling user interface and adjustable workflows, Monday.com adapts to the distinct way members of your group technique their tasks.

 

What is Monday COM used for? Monday Com Dashboard Tutorial

However just how well does this software work? As you’ll discover throughout this Monday.com evaluation, the platform is leading the industry when it pertains to reduce of use and security however may be lacking when it concerns advanced performance.

You can register to Monday.com here.
Plans and Prices

 

There are four different levels of Monday.com subscription: Fundamental, Standard, Pro, and Business. Costs vary depending upon the variety of user accounts you need, with the most affordable memberships just enabling you to add 2 users and top-end options supporting more than 200 accounts.

okay fine you can likewise use it to manage your startup over 60 thousand paying companies enjoy utilizing monday.com because it’s a platform that changes your group’s requirements most people begin with the main board to tackle one issue however quickly understand that monday can support numerous departments we see that monday spreads out and grows within companies and groups and ends up being the go-to solution for every procedure or issue for this example we’ll have four different boards this is a timeless scrum iteration board the data from the board can be pictured in different methods so the scrum leader for instance could utilize the pie chart view to see the breakdown of the size of story points or to see the progress of jobs just on a side note here you want your dones to appear like this not like this significance you don’t want team to await 2 weeks to click done break your projects down and get everyone clicking done two times a day it’s addictive this item feedback board is a genuine use case from within monday.com we’ve created an integration with zendesk that automatically takes feedback sent out in assistance tickets and posts those tickets here in monday.com for everyone to see select the tool you wish to incorporate with then we’ll select what action we want to happen so when a ticket is submitted with content relevant to a particular product it will develop an update within that items pulse so now product supervisors can quickly see feedback about the products they’re developing this is how monday.com develops genuine openness not simply by having the data somewhere but by making it quickly accessible to everybody it has to do with turning information into action individuals can now have a discussion about this and decide what to do monday.com integrates with your preferred services like mailchimp typeform jira twilio slack gmail dropbox google drive google calendar these integrations make monday.com a center for the most important information in your organization integrations in monday.com take data that was hidden in dark places and makes that information readily available to everyone in one clear location less high level back to my start-up let’s take the hr department they can handle their entire hiring procedure and keep prospects information in one safe place they can keep specific details personal by concealing delicate columns like conservative income demands but let the hiring managers

Basic Membership Monday Com Dashboard Tutorial

 

The Basic subscription is Monday.com’s least expensive strategy, costing $49 per month for 10 users. With a Standard membership, you’ll be able to arrange your team using Kanban boards which are basic ways to imagine workflows. Each Basic Monday.com system includes with 5GB of storage area, so you’ll probably wish to upgrade if you have a large team.

 

 

Another significant restriction is the fact that Fundamental Monday.com systems just keep user activity logs for one week. This could be a severe problem as you will not be able to see who modified them if you intend to keep business-critical files on your Monday.com system.

Requirement Subscription

 

A step up from the Standard membership is the Monday.com Standard strategy which costs $79 monthly for a 10 person team. For most Monday.com clients, the extra financial investment will be worth it as the Standard package comes with an even more extensive feature set.

Is Monday com good as a CRM?

Take visual workflow management, for example. With a Standard account, you gain the ability to show task jobs on a highly-visual timeline, a bit like a Gantt chart. You likewise get 50GB of file storage space and unrestricted user activity tracking.

 

monday.com board examples

see the rest samantha’s not the right fit for the position don’t stress set up an integration that sends a rejection email whenever a status is altered to a no-go so what’s dazzling about automating processes is it takes away all of that lost time on manual procedures and lets your group focus on the crucial things [Music] monday.com is an area for group cooperation so when the marketing team is dealing with the next video project they can share their ideas in one spot no email chains group texts or waiting on approval simply discuss pertinent teams of individuals understand that they have actually seen your post and get some love in return you are in a playground of possibilities there’s a t-shirt store that utilizes our kinds include to manage their orders and stock they developed a form in the platform embedded it in their website and now every time a consumer puts an order boom it simply appears in their board with all the details they’ve likewise set up an automation that sends out an sms to a client as soon as their order is ready hey look a control panel dashboards let managers get essential insights and metrics from several boards all in one location you construct dashboards by including widgets and boards to envision the information that’s essential to you these can be broadcasted on screens around the workplace likewise there’s llamas this video is pertaining to the message and an end you should be taking away is that monday.com is the most convenient method for teams to manage anything it doesn’t matter if your group is five people or 5 thousand this will end up being the core of your business Monday Com Dashboard Tutorial