![Monday.com Product Management Tutorial | Jira Alternative for Agile Teams (2024) [Video]](https://video.getpvd.com/wp-content/uploads/2024/02/mp_214283_0_0jpg.jpg)
Monday allows you to manage your product development journey with their visually pleasing and fully customizable Monday dev platform for Agile teams.✅ Claim your FREE Monday Dev account here (or the 14-day free trial of a paid plan) ➜https://try.monday.com/ow8eq9upnhv7-dev*IMPORTANT NOTE: The link up above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance!For those that don’t know Monday is known for its impressive and visually engaging work management software. You can use Monday to manage projects, sales CRM activities, product development, and more.However, my focus today is to help you leverage Monday for agile product management using Scrum. This is a Monday product development tutorial for beginners. This is a great alternative for agile teams. Relevant articles that you can check out:Read my full Monday.com CRM review here:https://stewartgauld.com/monday-com-crm-review/Check out the full article on our website here:https://stewartgauld.com/monday-com-crm-tutorial-beginners/Read more about my top 7 CRM software for small businesses here:https://stewartgauld.com/best-crm-software-for-small-businesses/ Relevant video resources mentioned in this Monday’s product management tutorial:Learn how to use Monday for project management here:https://youtu.be/7i-PSMUCoPILearn how to use Monday as a CRM here:https://youtu.be/CMEKXgAQcEQLearn how to use Monday forms:https://youtu.be/gDkDlKl0mmgLearn how to use Monday automation:https://youtu.be/X9rxInqgnCUWatch my guide on the top 5 CRM platforms for small businesses:https://youtu.be/KOFIm3GjPls Here are the core reasons why Monday.com stands out for us: – Visually pleasing user interface.- Easy to use automation.- Structured product management platform (for any mythology).- The abundance of integrations with your favorite tools.- Free plan to get you started.- Easy to use form builder.- Dynamic and customizable ‘boards’.- Extensive features for streamlining your customer’s journey.- Overall easy to learn how to use.- Dynamic and customizable templates. Today we navigate through the below chapters for this Monday.com product management tutorial:0:00 Intro00:49 Getting started01:31 Monday Dev account02:12 Monday structure02:50 Product Roadmap03:04 Epic07:08 Sprints09:35 Tasks12:20 Bugs Queue12:10 Add views13:16 Retrospectives14:24 Templates14:48 Other features, tools and elements15:34 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Monday.com product management tutorial for 2024 helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#monday #productmanagement
monday.com
![How to use Monday.com CRM | Manage Leads, Pipelines, Tickets & More [Video]](https://video.getpvd.com/wp-content/uploads/2023/08/mp_208875_0_0jpg.jpg)
In this updated Monday.com CRM tutorial, I share how anyone can get started with Monday.com as an all-in-one CRM.For those that don’t know Monday is known for its impressive and visually engaging project management software. However, in conjunction with using Monday to manage projects, you can also leverage their full feature and customizable CRM software.What can you do with Monday’s CRM? – Manage contacts, accounts, and leads.- Manage and optimize your sales pipeline.- Capture contacts (4 methods).- Manage tasks (activities).- Set up customizable automation and integrations with ease.- Visual and customizable dashboards.- Impressive templates.- And more!👉 Get started with the Monday.com CRM here ➜ https://try.monday.com/j2a2xhfnqch6-crm*IMPORTANT NOTE: The link up above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance!Read my full Monday.com CRM review here:https://stewartgauld.com/monday-com-crm-review/Check out the full article on our website here:https://stewartgauld.com/monday-com-crm-tutorial-beginners/Read more about my top 7 CRM software for small businesses here:https://stewartgauld.com/best-crm-software-for-small-businesses/ Here are the core reasons why Monday.com stands out for us: – Visually pleasing user interface.- Easy to use automation.- The abundance of integrations with your favorite tools.- Free plan to get you started.- Easy-to-use form builder – Dynamic and customizable ‘boards’.- Extensive features for streamlining your customer’s journey.- Overall easy to learn how to use.- Dynamic and customizable CRM templates. Looking for a simple, understandable, and actionable road map for small business success online? Make sure you get our all-in-one small business playbook (linked below) 📚 👉 https://godigitalnow.store/products/go-digital-now-the-ultimate-small-business-playbook-ebook Relevant video resources mentioned in this Monday’s CRM tutorial:How to create forms inside Monday:https://youtu.be/gDkDlKl0mmgHow to use Monday for Project Management:https://youtu.be/a3PMLonhYCcHow to use Monday automation:https://youtu.be/X9rxInqgnCUWatch my guide on the top 5 CRM platforms for small businesses:https://youtu.be/KOFIm3GjPls Today we navigate through the below chapters for this Monday.com CRM tutorial:0:00 Intro01:07 Getting started01:23 Monday CRM pricing02:54 Monday Sales CRM03:23 Account settings04:03 Setup email account04:52 Team members05:08 Inbox05:44 Workspace06:34 Boards, documents & more07:25 Folder08:04 Collaboration docs09:30 Groups09:49 Items (records)10:13 Columns13:04 Contacts13:34 Manually add contacts15:34 Default automations17:40 Import contacts18:04 Add contacts with forms19:42 Integrations20:42 Accounts21:54 Leads22:23 Deals24:38 Create automations25:33 Activities26:31 Sales dashboard29:36 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Monday.com CRM software tutorial for 2023 helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#monday #crm
![How to Maximize Your Monday: The Surprising Truth About Tasks, Subtasks, and Checklists [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_204524_0_0jpg.jpg)
Are You trying to configure Monday.com as a task management platform?Well, there are no tasks! Tasks vs subtasks vs checklists on Monday.comMonday is not a task management platform but WORK OS that allows you to create your own workflows using building blocks.Instead of relying on checklists and tasks, you can create boards for different purposes like assets and resources or budget planning. Then You can turn notes, boards, images, and files into actionable workflows. While a checklist is just a checklist, an item on Monday.com can have unlimited status columns that enables You to automate complex approval workflows. OK, but what if you still want to have a simple conservative task-subtask-checklist structure?Aukse Zilenaite, CEO of Process Natives will help You understand the differences, workarounds and limitations of monday.com hierarchy and structure. Depending on when you are watching, we will also have videos about Monday.com groups, OKR structure setup and other important Monday.com configuration questions! If You have any specific requests, leave them in the comments. ⏰ If You need consultation about Monday.com configuration, data model creation or training, BOOK ME, automation consultant here: https://replug.link/a91a06c0We also work with: Pipedrive, Hubspot, Clickup, Profit.Co, Zendesk and many other no code apps. ⏱️⏱️VIDEO CHAPTERS⏱️⏱️0:00 – Intro0:37 What happened to tasks on Monday.com?2:26 Subtasks warnings 5:44 Checklist#monday.com #nocode #projectmanagement #workflowautomation #taskmanagementABOUT OUR CHANNELWe are Process Natives. Our channel is about business automation, processes and workflows . We cover lots of cool stuff such as no code tools, automating business tasks and enabling remote teams.Check out our channel here:https://www.youtube.com/@processnatives Don’t forget to subscribe!
![Monday.com Automation Tutorial for Beginners | Simply Create Projects Automations [Video]](https://video.getpvd.com/wp-content/uploads/2022/01/mp_80663_0_0jpg.jpg)
In this Monday.com automation tutorial for beginners, I share how easy it is for you to create automations so that you can streamline your workflows.Monday.com is a leading project management software that allows you to set up pre-made automations or create automations from scratch in just a few minutes.Check out our complete Monday.com tutorial for beginners here:https://youtu.be/a3PMLonhYCcGet started with Monday for free here:https://mondaycom.grsm.io/stewartgauld3125*IMPORTANT NOTE: This link above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance! Today we navigate through the below chapters for getting started with Monday.com automations:0:00 Intro01:13 Getting started02:33 Pre-made automations03:00 Create automation05:47 Automation example06:57 Automation dependencies09:34 Dependency automation example10:46 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Monday.com automation tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#monday #automations
![Top 5 Team Communication Software for Small Business | Slack, Google, Basecamp, Wrike & Asana [Video]](https://video.getpvd.com/wp-content/uploads/2021/10/mp_42737_0_0jpg.jpg)
Today, I share our top 5 business communication software for small businesses. These are team communication tools that offer more than just communication capabilities. Most of the tools that we cover today offer a free plan that is ideal for small teams looking to enhance their business collaboration and communication. The world is rapidly changing, predominately due to the global pandemic and small businesses need to pivot and evolve in order to stay relevant.Many organisations are shifting from a location-dependent or office work environment to a home-based work environment. The communication software that I cover today are solutions for helping businesses transition online and maintain a high level of communication between remote teams. Below I have listed our full video tutorials for each of the tools that we have discussed today:Slack tutorial: https://youtu.be/KGfkSR_rvIwGoogle Workspace tutorial:https://youtu.be/jZjJ54ehgrMAsana tutorial:https://youtu.be/iKsO9zx9n2QBasecamp tutorial:https://youtu.be/nbLG091-tGEWrike tutorial:https://youtu.be/Kx3GuwI0c-g Today we cover the following chapters in this team communication software guide:0:00 Intro01:20 Slack02:20 Google Workspace03:21 Asana03:55 Basecamp04:57 Wrike05:33 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this business communication software guide helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#communication #business
![Monday.com Tutorial for Beginners | Free All In One Project Management & CRM Software [Video]](https://video.getpvd.com/wp-content/uploads/2021/06/mp_21670_0_0jpg.jpg)
In this Monday tutorial, I share how you can get started with project management as well as CRM activities through Monday’s all in one productivity platform.Monday is now a leading all in one project management and CRM software due to Monday’s simplicity and visually pleasing user interface. This powerful platform now offers a generous free plan for up to 2 seats, allowing freelancers and small businesses the opportunity to get started with project management and CRM activities for free. Get started with Monday here: https://mondaycom.grsm.io/stewartgauld3125*(This link is an affiliate links, which means we will get a commission if you upgrade to a paid plan through this link, this helps support our channel and we thank you in advance!) Here is the Monday CRM tutorials for beginners we mentioned in this video:https://youtu.be/8ZFrjcl668Y Today we cover the following chapters in this Monday tutorial:0:00 Intro01:20 Getting started01:54 Pricing03:34 Monday Dashboard03:56 Workspaces04:50 Create folders05:51 Create a board07:44 Create groups09:00 Add items (tasks)09:44 Columns11:59 Add sub-items12:23 Project views13:10 Automate14:44 CRM Capabilities18:17 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Monday tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#monday #crm #projectmanagement