monday project management – MARKETING IN MINUTES VLOG

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!

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