Monday.Com For Dummies – Project management

So…Monday.Com For Dummies…this is monday.com it’s a platform that teams use to handle anything literally anything let’s begin with the board it’s the structure of the platform as an example i’m going to show how a realty firm uses monday.com to handle the core of their business initially include a row for each property in your portfolio then we’re going to build our procedure the first column we’ll include is an individual column so we can see which agent is in charge of each home columns are the foundation of your workflow they are adaptable to any procedure no matter the industry or company let’s include a place column to see where all our properties are a numbers column for the list price a date column to track the showings and a status column to get simple updates then there are views views let you take data from your board and imagine it in different ways use the calendar view to see when your provings are and click on this link to see all your areas in a map whoa filter rows by individual by status or by any piece of information in the board bang another one sold wait stop talking what i’m not a property representative i run a startup

 

Monday.com is a project management system developed to provide you a versatile and transparent method to organize your work. With an extremely visual scheduling user interface and adjustable workflows, Monday.com adapts to the unique method members of your group method their projects.

 

What is Monday COM used for? Monday.Com For Dummies

But simply how well does this software work? As you’ll discover throughout this Monday.com review, the platform is leading the industry when it comes to alleviate of use and security but might be doing not have when it comes to advanced functionality.

You can sign up to Monday.com here.
Strategies and Rates

 

There are 4 various levels of Monday.com subscription: Fundamental, Requirement, Pro, and Business. Costs differ depending on the variety of user accounts you require, with the cheapest memberships only permitting you to include 2 users and top-end choices supporting more than 200 accounts.

alright fine you can also utilize it to handle your start-up over 60 thousand paying companies love using monday.com since it’s a platform that adjusts your team’s needs the majority of people begin with the primary board to take on one problem however soon recognize that monday can support numerous departments we see that monday spreads out and grows within business and teams and becomes the go-to option for every single process or problem for this example we’ll have four various boards this is a classic scrum version board the data from the board can be imagined in various methods so the scrum leader for instance might use the pie chart view to see the breakdown of the size of story points or to see the development of tasks just on a side note here you want your dones to look like this not like this meaning you do not desire team to wait for 2 weeks to click done break your projects down and get everybody clicking done two times a day it’s addicting this item feedback board is a genuine use case from within monday.com we’ve created an integration with zendesk that instantly takes feedback sent in assistance tickets and posts those tickets here in monday.com for everybody to see pick 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 pertinent to a particular item it will develop an upgrade within that items pulse so now item supervisors can immediately see feedback about the items they’re developing this is how monday.com develops genuine openness not simply by having the data someplace however by making it easily available to everybody it’s about turning data into action individuals can now have a conversation 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 valuable information in your company combinations in monday.com take data that was hidden in dark places and makes that information available to everybody in one clear place less high level back to my startup let’s take the hr department they can manage their entire hiring process and keep prospects details in one safe and secure place they can keep particular information personal by hiding sensitive columns like conservative wage demands however let the hiring managers

Fundamental Subscription Monday.Com For Dummies

 

The Standard subscription is Monday.com’s cheapest plan, costing $49 each month for 10 users. With a Fundamental subscription, you’ll be able to arrange your group utilizing Kanban boards which are easy ways to picture workflows. Each Standard Monday.com system includes with 5GB of storage area, so you’ll most likely want to update if you have a big team.

 

 

Another significant constraint is the fact that Fundamental Monday.com systems only keep user activity logs for one week. This might be a major issue as you will not be able to see who modified them if you mean to keep business-critical files on your Monday.com system.

Requirement Membership

 

A step up from the Basic membership is the Monday.com Requirement strategy which costs $79 each month for a 10 person team. For most Monday.com clients, the additional financial investment will be worth it as the Basic plan includes a much more thorough function set.

Is Monday com good as a CRM?

Take visual workflow management. With a Basic account, you get the capability to show project tasks on a highly-visual timeline, a bit like a Gantt chart. You also get 50GB of file storage space and unrestricted user activity tracking.

 

monday.com board examples

see the rest samantha’s not the ideal fit for the position don’t fret set up an integration that sends a rejection email whenever a status is altered to a no-go so what’s brilliant about automating processes is it eliminates all of that lost time on manual processes and lets your group focus on the crucial stuff [Music] monday.com is an area for group partnership so when the marketing team is working on the next video campaign they can share their ideas in one area no e-mail chains group texts or waiting on approval just discuss appropriate teams of individuals know that they’ve seen your post and get some love in return you are in a play area of possibilities there’s a tee shirt store that utilizes our kinds feature to manage their orders and stock they produced a form in the platform embedded it in their website and now whenever a client positions an order boom it just appears in their board with all the information they’ve also set up an automation that sends an sms to a client as soon as their order is ready hello look a dashboard control panels let managers get essential insights and metrics from numerous boards all in one location you construct control panels by adding widgets and boards to picture the information that’s most important to you these can be transmitted on screens around the workplace likewise there’s llamas this video is concerning an end and the message you need to be eliminating is that monday.com is the easiest method for groups to manage anything it doesn’t matter if your group is five people or 5 thousand this will become the core of your organization Monday.Com For Dummies