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
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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/CMEKXgAQcEQ
Learn how to use Monday forms:
https://youtu.be/gDkDlKl0mmg
Learn how to use Monday automation:
https://youtu.be/X9rxInqgnCU
Watch 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 Intro
00:55 Getting started
01:59 Monday Work Management
02:19 Create workspace
03:29 Create boards & board templates
06:34 Invite & collaborate
06:57 Manage groups
07:55 Manage items & subitems
09:24 Manage columns
12:10 Add views
12:48 Create forms
15:07 Manage automations
16:36 Manage integrations
17:23 Create documents
18:37 Dashboards and widgets
19:28 Other Monday actions and tools
20:29 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-gauld
Let 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