Master Project Management with Monday.com: A Comprehensive Guide
Learn how to manage projects and collaborate seamlessly with Monday.com. Discover customizable workflows, integrations, and automation for any industry.
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Everything you can do with monday.com
Added on 09/26/2024
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Speaker 1: Hey, everyone. In this video, we're going to see how you and your team can manage all your projects and processes with Monday.com. More than 100,000 companies use Monday.com to manage their work and collaborate from any location at any time, no matter the size, type, or industry. Let's start by creating our first board. Let's take a look at how our very own IT department at Monday.com built their board to manage their day-to-day work, whether they're in the office or working remotely. First, let's add all new tickets and requests. Now, let's add some columns to shape the process. We'll add the people column for the person who opened the ticket and another one for the person who's going to solve it. Next, we'll add a status column and adjust it to describe the urgency and another one to show the progress of the request, so we know where everything stands. Columns are completely customizable, so you can easily build a workflow that fits your exact needs, no matter the business or industry. Finally, let's add a timeline column to make sure we solve all tickets in a timely manner. We'll also add the location column. This is helpful if your team members are located in different offices. As the ticket is being worked on, we can easily move it into this group. In Solve Tickets, we'll move here, so we can keep our eyes on what's important and quickly find it if a problem pops up again. You can filter tickets by person, status, or any data in the board to quickly see the information you need. In order to make the IT request process smooth for all of us here in the company, our IT team turned this board into a form so that anyone can easily fill in what they need. Once the form is submitted, voila, the data automatically appears on the board. Need a different way to visualize your board? No problem. Views let you visualize your data from your board in different ways. Use the Timeline view to track the progress of your tasks, the Workload view to make sure no one is over capacity, or the Map view if your team or clients are spread around different locations. Use the Chart view to create customizable reports. You can break this down by status, numbers, dates, and much more. It looks like our marketing team had the most requests this month. Let's dive into one of their boards and see what they're working on. Money.com is a space for team and cross-team collaboration. No matter where you or your teammates are, you'll be able to manage your work as if you're sitting right next to each other. So as our marketing team is working on their next campaign, they're easily able to share their thoughts and get feedback. Mention relevant people so they can quickly access your post and get some love in return. Every item has its own Update section so you can keep your conversation focused. Hovering on your teammates' photos lets you see if they're online so you can quickly contact them. When the campaign goes live, at mention relevant teams like PR, customer success, and sales to keep everyone aligned. Speaking of sales, let's check out what our sales team is up to. Our sales team uses Monday.com as a CRM and integrates it with many other tools such as email, calendar, messaging apps, and much more. It centralizes everyone's work into one shared workspace and saves a huge amount of time. For example, set up an integration that sends an introductory email every time an incoming lead changes to qualified. Just change the status and voila, the email is automatically sent. Use our Zoom integration to hop on a quick meeting with teammates or clients directly from your board. Integrate any other tools you already use with Monday.com to shed light on every phase of your process. Make your data accessible to any team who needs it. All right, let's kick it up a notch and automate our workflow even more. Monday.com provides a wide variety of simple-to-use automation recipes to make manual, time-consuming tasks a thing of the past. Let's take a look with our sales team. When a lead status changes to support question, we want two things to automatically happen. We want it to move to the group for customer success team, then to assign and notify the CS team so they can take ownership and handle the lead. Automating your workflow lets you seamlessly collaborate across teams no matter where you are. And finally, let's talk about dashboards. Dashboards are great for business owners, directors, or executives that need to see the bigger picture, providing you with key insights from different boards in one place. See the progress of major projects, spot bottlenecks within departments, or grow a llama farm to have some fun with your team's progress. Get all your data at your fingertips by downloading our mobile app and stay on top of everything while on the go. Easily access your boards and send or receive real-time updates from wherever you are. All right, you're ready to start building your workflow. Don't feel like starting from scratch? We've got you covered. We have a wide variety of templates we've created inspired by our users for any use case and industry. They can help you get off to a smooth start or you can browse through them just for inspiration. You can also watch more videos in our Help Center or contact us if you need any help. Thanks for watching. Now get building and see what your Roku OS can do for you.

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