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Entrepreneurship

Ultimate Monday.com Tutorial for Beginners | Streamline Project Management in 20 Minutes [Video]

In this updated Monday.com tutorial, I share how you can get started with Monday.com work management in 2024.✅ Claim your FREE Monday account here (or the 14-day free trial of a premium plan) ➜https://mondaycom.grsm.io/stewartgauld3125*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 to streamline the way that you manage your different projects within your organization.What can you do with Monday Work Management? – Manage different project types.- Capture data via Monday forms.- Manage tasks (activities).- Manage contacts, accounts and leads.- Collaborate with your team.- Set up customizable automations and integrations with ease.- Visual and customizable dashboards.- Access Impressive templates.- And more!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 tutorial:Learn 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 automations.- The abundance of integrations with your favourite tools.- Free plan to get you started.- Easy to use form builder – Dynamic and customisable ‘boards’.- Extensive features for streamlining your customer’s journey.- Overall easy to learn how to use.- Dynamic and customisable CRM templates. Today we navigate through the below chapters for this Monday.com CRM tutorial:0:00 Intro00:55 Getting started01:59 Monday Work Management02:19 Create workspace03:29 Create boards & board templates06:34 Invite & collaborate06:57 Manage groups07:55 Manage items & subitems09:24 Manage columns12:10 Add views12:48 Create forms15:07 Manage automations16:36 Manage integrations17:23 Create documents18:37 Dashboards and widgets19:28 Other Monday actions and tools20:29 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 work 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 #workmanagement #projectmanagement

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Entrepreneurship

Monday.com vs. SmartSuite | Best Work & Project Management Software for 2023? [Video]

Today, I dive into a Monday vs. SmartSuite comparison guide for 2023.The focus of this Monday vs. SmartSuite video is to help identify the best work and project management software for your small business. It is essential for every business to integrate a work management platform. Today, I’m excited to help you identify the best solution for your small business’s requirements. Note: A big thank you to SmartSuite for sponsoring this video. Get started with SmartSuite for free here (14-day free trial):https://partners.smartsuite.com/hq700cp10zue Get started with Monday for free here: https://mondaycom.grsm.io/stewartgauld3125*IMPORTANT NOTE: The SmartSuite and Monday links up above are affiliate links, which means we will get a commission if you upgrade to a paid plan through these links (with no extra cost to you), this helps support our channel and we thank you in advance!Check out the exciting new features that SmartSuite will be rolling out soon (Roadmap):https://smartsuite.canny.io/ Today we navigate through the below chapters for this Monday vs SmartSuite comparison guide:0:00 Intro01:37 SmartSuite Introduction02:28 Monday vs SmartSuite03:39 User experience comparison – Home page05:47 User experience comparison – Structure09:02 Core features – Field types and permissions12:15 Core features – Linking capabilities12:57 Core features – View options13:30 Core features – Managing tasks14:24 Automations15:42 App integrations16:24 Pricing17:43 Our recommendation 19:06 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 vs SmartSuite comparison guide helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#projectmanagement #smartsuite #monday

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Entrepreneurship

What project management tool is your favourite? #shorts [Video]

What project management tool is your favourite? Which project management tool would work best for you? Is it Trello? Asana? Clickup? There are many great options to help you stay organized. Let me know in the comments below which one you use.How to generate consistent leads through YouTube without spending hours creating endless content that doesn’t convert (FREE MASTERCLASS):https://ln-k.me/ytmasterclass__________OTHER VIDEOS:“How to grow your email list for free”https://youtu.be/5pO0KWfK6TM“How to Make Money Online Using YouTube”https://youtu.be/nlN3VZLWYLU“Is endless content creation all you need?”https://youtu.be/88PN48EnzA0“Drive Traffic to YouTube from Instagram”https://youtu.be/XiBWtt64CI8__________TOOLS I RECOMMEND:*Some of these are affiliate links, and I will be paid a small commission for you signing up. This is a great way to support me and the content that I create. Thank you for being a part of this community. Later: https://try.later.com/wandermintcreative Canva: https://partner.canva.com/YgxGAKActive Campaign: https://www.activecampaign.com/?_r=337G1V1TLead Pages: https://try.leadpages.com/yc64s6g88r7cEvernote: https://evernote.com/lp/keep-on-track?promoCode=necbb2kbooz0jdhASANA: https://asana.grsm.io/uawp0npsnqf0Thinkific:https://try.thinkific.com/melissamitchell9726ViDIQhttps://vidiq.com/#_l_3ooTubebuddy:https://www.tubebuddy.com/wandermintcreativeVideoask: https://typeform.grsm.io/melissamitchell9726. (DISCOUNT CODE 10% OFF =WANDER10)Repurpose.io:https://repurpose.io/?aff=21206__________CONNECT WITH ME:Facebook:https://www.facebook.com/wandermintcreative/Instagram:https://www.instagram.com/wandermintcreative/TikTok:https://www.tiktok.com/@wandermintcreativeJoin my Facebook group – YouTube Organic Lead Machinehttps://www.facebook.com/groups/youtubeorganicleadmachine

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Entrepreneurship

Monday.com Vs ClickUp | What’s The Best Project Management Software in 2022? [Video]

In this Monday.com Vs ClickUp guide, I help you identify the best project management software for your small business in 2022.Both these project management platforms are the best on the market in my opinion, especially for small businesses. In this Monday.com Vs ClickUp comparative guide I discuss and identify the best platform in terms of the user experience, ease of use, extensive features, pricing plans, free features and I also share my final recommendation for small businesses. Get started with ClickUp for free here:https://clickup.com/?fp_ref=stewart62 Get started with Monday for free here: https://mondaycom.grsm.io/stewartgauld3125*IMPORTANT NOTE: The links up above are affiliate links, which means we will get a commission if you upgrade to a paid plan through these links (with no extra cost to you), this helps support our channel and we thank you in advance! Here are the video resource we mentioned in this Monday.com Vs ClickUp guide:Learn how to use Monday here:https://youtu.be/a3PMLonhYCcLearn how to use ClickUp here:https://youtu.be/zrNThUsRmCg In this Monday.com Vs ClickUp we cover the following chapters:0:00 Intro01:17 Introduction to Monday.com Vs ClickUp02:23 User experience & ease of use03:44 Extensive features04:47 Pricing plans06:08 Free features06:59 Final thoughts 07:37 My recommendation 07:49 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 here): https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Monday.com Vs ClickUp guide helpful. Also, if you require any help or support with your donation page, make sure to get in touch with me today.Thanks for watching and enjoy!#monday #clickup #projectmanagement

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Entrepreneurship

In-House Business Automation | Business Ninjas: WriteForMe and BigFork Technologies [Video]

Join our resident Business Ninja Kelsey, with guest speaker Tanya Avila of BigFork Technologies, as they talk about how a legal tech software company grew to become and provide general project management as they developed their own Legal Operations Software called ALOE, which was built by business and technology experts, making them leaders in workflow automation. How to Automate Your Small Business // Discover how to strategically automate your online business so you can be more efficient – because it IS possible to have a small business that runs without you, and a life outside of it. In this video I talk about what an in house lawyer does and the pros and cons of going in house. Learn more about BigFork Technologies at https://www.bigforktech.com/ —–Do you want to be interviewed for your business? Schedule time with us, and we’ll create a podcast like this for your business: https://www.WriteForMe.io/—–https://www.facebook.com/writeforme.iohttps://www.instagram.com/writeforme.io/https://twitter.com/writeformeiohttps://www.linkedin.com/company/writeforme/https://www.pinterest.com/andysteuer/

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Entrepreneurship

Top 3 Project management Tools | Trello Alternatives [Video]

Top 3 Project management Tools | Trello Alternatives // Project Management tools can save you so much time in your business, but which project management tool is the right one for you? Should you use Trello to organize your business or is it a better option to help you stay organized in your business?In this video, I break down the top 3 project management tools for you to use in your business. Want to get organized with Asana for your YouTube Strategy? Get my step-by-step Asana for YouTube templates here: https://wandermintcreative.thrivecart.com/asana-for-youtube/If you want to learn more about YouTube and how to generate consistent leads through YouTube, make sure to sign up for my free masterclass here:How to generate consistent leads through YouTube without spending hours creating endless content that doesn’t convert (FREE WEBINAR):https://bit.ly/3j7beTD__________OTHER VIDEOS:“How to grow your email list for free”https://youtu.be/5pO0KWfK6TM“How to Make Money Online Using YouTube”https://youtu.be/nlN3VZLWYLU“Is endless content creation all you need?”https://youtu.be/88PN48EnzA0“Drive Traffic to YouTube from Instagram”https://youtu.be/XiBWtt64CI8__________TOOLS FROM THIS VIDEO:*Some of these are affiliate links, and I will be paid a small commission for you signing up. This is a great way to support myself and the content that I create. Thank you for being apart of this community. ASANA: https://asana.grsm.io/uawp0npsnqf0TRELLO: https://trello.com/melmitch/recommendCLICKUP: https://clickup.com/?fp_ref=4be12OTHER HELPFUL TOOLS:Later: https://later.grsm.io/0axyqk1k7roz Canva: https://partner.canva.com/YgxGAKActive Campaign: https://www.activecampaign.com/?_r=337G1V1TLead Pages: https://try.leadpages.com/yc64s6g88r7cThinkific:https://try.thinkific.com/melissamitchell9726ViDIQhttps://vidiq.com/#_l_3ooTubebuddy:https://www.tubebuddy.com/wandermintcreativeVideoask: https://typeform.grsm.io/melissamitchell9726. (DISCOUNT CODE 10% OFF =WANDER10)Repurpose.io:https://repurpose.io/?aff=21206__________CONNECT WITH ME:Facebook:https://www.facebook.com/wandermintcreative/Instagram:https://www.instagram.com/wandermintcreative/TikTok:https://www.tiktok.com/@wandermintcreativeJoin my Facebook group – YouTube Organic Lead Machinehttps://www.facebook.com/groups/youtubeorganicleadmachine#wandermintcreative #projectmanagement #trelloalternatives

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Entrepreneurship

Monday.com CRM Tutorial for Beginners | Feature-Packed & User-Friendly CRM Software (2022) [Video]

Today, I dive into an updated Monday.com CRM tutorial for beginners looking to get started with a feature-packed and easy-to-use CRM software.For those that don’t know Monday is known for its impressive project management software. However, in conjunction with using Monday to manage projects, you can also leverage their full feature and customizable CRM software. Get started with Monday.com CRM for free here: https://mondaycom.grsm.io/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! Here are the core reasons why Monday.com stands out for us: – Visually pleasing user interface.- Easy to use automations.- The abundance of integrations with your favourite tools.- Free plan to get you started.- Dynamic and customisable ‘boards’.- Extensive features for streamlining your customer’s journey.- Overall easy to learn how to use.- Dynamic and customisable CRM templates. These are the videos I mentioned in this Monday.com CRM software tutorial for beginners:How to use Monday.com to manage projects:https://youtu.be/NN6h7bTRMzwHow to use Monday.com automations:https://youtu.be/_uaiHQNVh-U Today we navigate through the below chapters for this Monday.com CRM tutorial:0:00 Intro01:14 Getting started02:32 Workspace03:16 Enable Monday.com CRM04:00 Pricing06:18 Layout & structure10:16 Add team10:36 Left side bar11:15 What is a CRM?13:29 Create forms15:23 Manage contacts19:07 Manage accounts21:00 Manage leads21:20 Manage deals – sales process23:31 Automations26:34 Sales dashboard28:46 Integrations29:48 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 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

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Entrepreneurship

How To Use ProofHub | All-In-One Business Management System for Small Business [Video]

Today, I dive into a complete ProofHub tutorial for beginners looking to get started with ProofHub.ProofHub is an all-in-one project management, collaboration and communication platform for SMEs.This ProofHub tutorial covers all the essential features that you need to know in order to quickly get started and use the premium features that ProofHub offers. This video will also help you identify if ProofHub is the right solution for your business. Today we navigate through the below chapters for this ProofHub tutorial:0:00 Intro01:16 Getting started01:30 Pricing04:42 ProofHub account05:32 Home dashboard & navigation09:38 Projects10:11 Project overview10:49 Discussions11:31 Tasks & task lists16:04 Gantt & Calendar16:14 Notes16:28 Files & approval process17:08 Time tracking17:44 Reports18:01 People19:38 Integrations20:34 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 ProofHub tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#proofhub #businessmanagement

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Entrepreneurship

Asana vs Monday.com | Best Project Management Software for Small Business [Video]

Today I dive into this Asana vs Monday.com project management comparative guide for small businesses.Every business no matter the type or size needs to integrate a seamless workflow system in order to get work done as effectively and efficiently as possible.Both Asana and Monday are two popular project management software that are ideal for small businesses.In this Asana vs Monday.com comparative guide, I help you identify the best project management software for your small business by comparing the pricing plans, ease of use, features, automation and more. Get started with Asana Project Management for free here: https://asana.com/Get started with Monday Project Management for free here: https://mondaycom.grsm.io/stewartgauld3125*IMPORTANT NOTE: The Monday.com 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! Check out the video tutorials for the tools that we mentioned in the video:Learn how to use Asana here:https://youtu.be/vF5x9bXfJKELearn how to use Monday for project management here:https://youtu.be/a3PMLonhYCcLearn how to set up automations with Monday.com here:https://youtu.be/X9rxInqgnCU Today we navigate through the below chapters for small business guide:0:00 Intro01:21 Free plan & pricing02:27 User experience03:33 Workflow automation04:08 Summary05:15 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 small business guide helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#monday.com #asana #projectmanagement

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Entrepreneurship

How To Use Zoho Projects | All-In-One Online Project Management Software (Beginners Guide) [Video]

Today I share a Zoho Projects tutorial for small teams looking to learn how to use Zoho projects to manage, streamline and enhance their project workflows.Zoho Projects is one of many dynamic and user-friendly tools that Zoho offers. This impressive project management software is ideal for basic to complex project requirements.In this video, I help you get started and make the most of Zoho projects. Get started with Zoho Projects here:https://go.zoho.com/kGk*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, this helps support our channel and we thank you in advance!Other free project management software for small teams:Asana tutorial: https://youtu.be/vF5x9bXfJKETrello tutorial: https://youtu.be/1LyY9HKzCTEWrike tutorial: https://youtu.be/Kx3GuwI0c-gBasecamp tutorial: https://youtu.be/nbLG091-tGE Today we navigate through these chapters for simply managing projects with Zoho Projects:0:00 Intro01:36 Getting started02:05 Pricing04:23 Setup account05:58 Project templates 06:53 Marketplace/app integrations07:17 Add users08:48 Know your dashboard12:23 Create a project16:41 Create a milestone17:15 Create task list17:50 Add tasks20:33 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 Zoho Projects tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#zohoprojects #projectmanagement

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Entrepreneurship

HOW TO USE JIRA | Free Agile Project Management Software (Jira tutorial for Beginners) [Video]

Hey team, today we dive into this Jira tutorial for beginners and share how you can use Jira in an agile project management environment. Jira is a project management software build for software development projects. However, Jira also offers project management workflows for other business and project types.Today we’ll cover Jira’s free plan that allows up to 10 users. In this Jira tutorial we cover the following chapters:0:00 Intro01:18 Getting started with Jira02:14 Jira dashboard02:39 What is an Agile Process?03:04 Software Development Workflow04:00 Create EPIC04:10 What is an Issue?04:38 What is an EPIC?05:59 Create a Story06:15 What is a Story?08:03 Create a Task08:26 Create a Sprint08:34 What is a Sprint?10:02 Create a Subtask11:49 Scrum Roles12:12 Product Owner12:25 Scrum Master13:17 Scrum Team13:46 Add Teammates13:55 App integrations14:14 Other Project Types16:24 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 Jira tutorial helpful. Also, if you have any questions make sure to pop them down below.Thanks for watching and enjoy!#jira #projectmanagement

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Entrepreneurship

How To Use ClickUp | Free Project Management Alternative to Monday.com (ClickUp Tutorial) [Video]

How to use ClickUp for project management. This is a free project management alternative to monday.com.Today, we’re launching into a complete ClickUp tutorial for beginners.ClickUp is an underrated and visually impressive free project management software that is ideal for small businesses and small teams.ClickUp’s free plan allows you to collaborate with unlimited users and engage in unlimited tasks. Building project pipelines is simple and gives you complete freedom to customise elements, fields, and structures. In this ClickUp tutorial we cover the following chapters:0:00 Intro.01:04 Sign up to ClickUp.04:34 ClickUp dashboard.04:57 ClickUp structure.06:02 Workspace.06:43 Spaces.10:25 Folders.11:10 Lists.12:25 Tasks & subtasks.16:09 Invite team members.17:48 Project views.19:34 Comparing Asana, Trello & Monday.21:42 Integrations.22:47 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 ClickUp tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy project management with ClickUp!#clickup #projectmanagement