Monday.com Project Management Software Considerations

monday.com has evolved over the last few years from being a popular project management tool to an all in one work management system for managing all aspects of your work from different departments, projects, systems, sales, CRM activities, product development, and more. So today in this updated monday.com tutorial, I’m excited to dive in and help you get up and running with Monday’s work management platform so that you can streamline and systemize the way that you manage teams projects and operations within your organization using this one platform. Okay, so just quickly before we dive into monday.com consider subscribing if you haven’t done so already or new to this channel. And that way you’ll stay updated with actionable video tutorials designed to equip you the knowledge and tools to help your small business crush it online. And without having no other way. Let’s go ahead and get you up and running with Monday’s work management solution.

How to Get Started with Monday.com at no cost

Okay, so to get started with Monday for free, simply head over to your browser and type in monday.com Or feel free to click the link in the description below this video. And that’s going to take you here then make sure that you have work management selected. This is what we’re going to cover in today’s tutorial. However, if you want to learn how to use CRM related activities, or product development, then I’ll add those appropriate tutorials scription for you to check out okay. Management Platform, simply navigate down and click on get started. And that’s going to allow you to access Monday’s Pro Plan on a 14 day free trial. This is going to allow you to test out and see if Monday’s work management platform is suitable for your needs. And you will have the option to downgrade at any time to Monday’s completely free plan. Okay, so go ahead and get started for free. No payment information is required. And you’ll just be asked a few questions about your business before arriving inside Monday.

Create The Workspace For Your Company

Okay, so as you can see, I’m inside a completely fresh mandate work management account. And you can see by default we have a board created. What I’m going to do is navigate over to these three dots and then come down and delete this board. And as you can see that board has been deleted successfully and the first thing that we want to do is create a workspace for our organization. At the moment we have our main workspace. What we want to do is go down and click on Add workspace. Now inside monday.com The workspace is the top level of your account and within your workspace is where you manage your boards, documents, dashboards and all your different projects and tasks. So for the purpose of today’s tutorial, what I want to do is rename this workspace as fire dragon source because for the purpose of today’s tutorial, I want to manage all the different aspects of this organization. This example organization called Fire Dragon source, which is a hot sauce producer. Now if you have a large organization, your workspace could be a different department, office location or some kind of Extension within your business. This just depends on how you want to structure your account. However, if you’re just a small organization, then your workspace may just be your business name. Then come down and click on Add workspace. And as you can see, we’re inside our workspace. Now within this workspace you can see we currently have zero boards and boards can be used to manage essentially anything business from teams projects, tasks, product development, sales, CRM activities and more. So to add a new board to your workspace, simply navigate up to this plus icon and then navigate down to new board. Alternatively, what you can do is click on see all templates or add from templates here. For now. I’m going to quickly go ahead and click on see all complaints and these are professionally built board templates that you can use to help you get started with managing your boards. For example, if we navigate over to the left hand side under General templates, you can see different types of boards that you can create. You can create a board to manage your marketing, content production, project management, you can also manage your sales with a sales and CRM template. Or if we navigate over here, you can create a board to manage your social media content. And then we have other templates down here which you can take the time to navigate through if you’re interested in using a template to help you get started. So what I’m going to do is close this for now and then navigate back over here to this plus icon and then come down and click on new board. I’m going to name this board customer feedback. And this is a board that I’m going to use to collect customer feedback on my hot sauces. We then have control over who has access to our board with main everyone that’s part of our account has access to this board. If we navigate over to private, this is a view only one specific people inside your account have access to your board. And then we have shareable and this allows you to share your board with individuals outside your organization publicly. For example, maybe you created a board for managing a specific client’s project and their client wants to view the progress of that project. Then you can make your board shareable, so that client has access to this board. Then if we navigate down here we can choose the type of labels that we will see on this board. And because I want to manage my customer feedback, I’m going to navigate down here and add customers. So depending on the type of data that you want to manage within your board, go ahead and select the most appropriate option. Then come down and click on board and congratulations just like that you’ve

created your first board inside your workspace. Next what I’m going to do is quickly go ahead and create a another board and I’m going to call this new product branding. So this is a board that our organization is going to use to manage the branding of this new product that we’re going to release and the privacy. I’m happy with main and I want to keep items selected and then create board and just like that I now have two boards within my workspace. Next what we’re going to do is go ahead and add another board. This time, I’m going to create a board from a template and this time I want to create a board that I can use to manage all my social media campaigns to grow my hot source business. I’m going to go ahead and click on social media planner. And I can preview what this template looks like. I’m happy with this. I’m going to go ahead and click on Use Template. And as you can see, this template has two elements to it. I have my social media planner, this is a board and then I have a social media plan, which is a document. We’ll talk more about adding documents and dashboards later in this tutorial. Okay, so for now, I’m going to navigate back up to customer feedback and again, this is the board that I can use to manage my customers feedback. Before I do that, I’m going to navigate up to the top right and click on invite members. And here what we can do is add the email addresses of our team members that we want to collaborate with inside monday.com. Okay, so I’m going to add four of my team members for now. And then click on invite, and those individuals that I invited to monday.com will receive an email and then they can create their account. As you can see, four people have been invited. Now within each of your boards, your data is managed by groups. As you can see we have a group here and a group down here. I can also navigate down and add a new group if I like for example, I’m going to navigate up to this group title and change this because within this group I want to manage my customers feedback for this specific source product. Spicy Mana Source. Okay, next I’m going to quickly go ahead and rename this group and this group here. Okay, so I’ve added these three groups. And what I want to do is manage my customer feedback for each of these different product items. Now you can also rearrange each of your groups by simply clicking here and then dragging the group to a different place. You can also hide the data within each group by collapsing that group. If we click on these three dots, you have a bunch of other actions, I can select all customers, I can add a new group, I can duplicate this group if I like or I can come down and move the group to a different board. And then we have these other options down here. Now within your board groups, you have items and this is how we manage our data within each of our boards. These items could be tasks, customers or other specific activities that you want to add. For me. I’m gonna go ahead click here and add a customer’s name. And as you can see, I’ve quickly gone ahead and added an example customer. I’m going to do the same with these other two items. Now with each of these items what I can do is click on these three dots and with access to more item actions can open this, I can open the item in a new tab I have the option to move this item to a new group or board as well as to the top of this group. I can also duplicate the item and then I have other options down here. For example, I can copy the customer link and I can add a sub item if I like as well as delete the item. Now if I navigate over to this first item, this customer here and click on expense sub items. This is where we have the option to add sub items within the primary item. For example, let’s say that the item that I’m working on is a logo design then what are the steps that I need to take to create that logo, I might want to add those steps or those tasks as sub items within that primary task of logo design. So this just depends on the nature of your data, the nature of your board and what you’re trying to manage because I’m managing customer feedback I do not need secondary or sub items. Now with each item, we can also click on open and we can add updates for the entire team to see we can also add files to this item and then we can see the activity. Okay, so I’m going to close this and this takes us to columns. As you can see we have columns along here that we can customize the way that we live under person. This is where I can select a person that’s responsible for this particular customer or this particular item. I’m gonna go ahead and click here and then come down and click on Sam. And then for this customer here, Lim is going to be responsible for managing this customers feedback if I navigate over here you can see we have status and again you can change each of these headings if you like. Okay, so back inside status, I can come down and click here and I can add a particular label. I can also edit these labels if I like up here you can see we have a date column as well as a File column. Now I can also click on these three dots next to each column and I have more actions for this particular column. For example, with the Status column, I can go ahead and customize the Status column. I can add a description, I can add restrictions and I can hide the column summary if I’ve added a column summary. Over here I can filter sort and collect. I can also column if I like I can add a column to the right to change the column type and rename the column. So as you can see, you have complete customization freedom with all the data within your boards. If I navigate across, I can go ahead and click on Add Column and I can simply add additional columns based on the data that I want to collect and manage. For example, I’m going to go ahead and click on text and then navigate up here and change this to feedback. And as you can see down here, this is just a simple text box. Again, I’m going to navigate across and click on Add Column and I can select any of these other column types or I can navigate down to more columns. Here you can access more extensive and customizable columns. For example, I can add a link simple hyperlink to any website. I can also add an item ID. This could be a customer ID, I can add a text column or a vote column over here. Monday gives you access to all these different options. I’m going to come down and add email and as you can see, I now have an email Okay, so down here, I’m going to quickly go ahead and add feedback from this customer or the customer’s feedback. And then I’m gonna go ahead and add the customers email and this is the example customer email that I’m going to use. Now if I navigate across you can see I’m responsible for this customer’s review. I’m gonna go ahead and click on start conversation and add a comment in here. And the comment I’ve added is this customer loved the product although he said the next day he always felt average. Maybe we should mention that the chilli type can cause some discomfort the next day. Then what I’m going to do is come down and click on mention and then everyone in this board and that way everyone in this board is going to be notified of this date. I’m gonna go ahead and close out of this and as you can see there is a notification over here for that update, and everyone within this board is going to get a notification. Next what we can do is add different views. If I navigate up here and click on Add View, I can come down and add a different view type. For example, if I click on Kanban and as you can see, that’s going to take me to a Kanban view of my data we have working on the stack and complete so depending on the nature of your data, you can visually manage your data through a Kanban view. I can also drag each of the different items to a different status. You can also navigate up here, click on the three dots and I can rename this view or I can go ahead and share this view with someone internally in my team or externally outside my organization. I’m going to click out of here and then click on Add View and this time I want to add a form. Now Monday allows you to create forms to capture data. As you can see, automatically Monday is going to generate a form with the columns that we have within this board. And this is a form that we can share with our customers for them to leave feedback and that feedback will be automatically added inside our board. For example, we can come down here we can change the name of this form if we like we can also add a description we have the customer’s name field, I’m happy with that. Then we have status. I’m going to click it and come down and hide this status because we don’t need the status on this form. This is only for internal use. This is only for our team to collaborate on. file with the file. I’m also going to click here and then hide this item. Then we have feedback and an email. Now I’m going to drag an email and place that below name so we now have a name field Email field Date field and feedback field can realize the way that your form looks you can also share analyze and automate. Make sure that you preview your form before publishing it and sharing it with your customers or sharing your form across your different channels. If we navigate down to Monday settings, we can choose which group that answers go to for example, I’m going to click on select group and then come down to spicy number source because this is the customer feedback form that I’m going to share with customers that purchase the spicy mama source. I can also clarify that in the description. Please place your feedback on our spicy mama source.

Creating forms inside monday.com

Now if you want to learn more about creating forms inside monday.com What I’ll do is add a beginners tutorial up above and down below in the description. Which will dive deeper into creating forms with Monday. So now I’m gonna go ahead and click on publish. Here. I’m gonna go ahead and copy the link and open this link in a new tab. And as you can see, this is the customer feedback form that we just created. I’m going to add my details as if I was a customer giving feedback on this product. As you can see I’ve quickly filled out this information I’m going to go ahead and click on Submit and just like that this form was submitted. Now I’m going to hit back to monday.com. And as you can see inside our customer feedback board, we currently have form selected I’m going to navigate over to the main table and as you can see the data that I just added inside that customer feedback form has been added in here with the name of that customer as well as the date and then the feedback over here as well as the email. Okay, so next what we want to do is navigate up to automate and this is where you can simply add premade automations or you can create custom automations. You can navigate through the different automation categories over on the left hand side or simply search for the type of automation that you’re after. automations allow you to streamline your workflow and reduce the amount of work that you have to engage in. For example, I’m going to navigate over to notifications and let’s say I want to create a simple automation like when an item is created, notify someone simply come down and click on Use Template. And as you can see, when an item is created, what do we want to happen? Then notify the call notify and then simply add the notification message down here. For example, Hey, please check the feedback if it’s bad please get in touch with the customer for more information. You can also auto populate fields from the board by using these elements here. I’m gonna go ahead and click on done and then click on someone who to notify I’m going to come down and I can select a team member and I’m gonna go ahead and click on this individual here and then create automation and as you can see this is the automation that I’ve set up when an item is created. So essentially when there’s new customer feedback, this individual is going to be notified with the notification that might edit. Okay, so I’m going to navigate up here and close this now if you want to dive deeper into automations with monday.com What I’ll do is add in down below in the description, which will dive deeper into how you can set up more extensive automations inside Monday. Now what you can also do is integrate third party apps This is great for automations for example up here when priority changes to high notify to channel urgent and this is a Slack integration here. What you can do is simply integrate slack and then you can set up automations. Maybe instead of sending a notification via email or inside Monday you can send a notification via slack when a specific action has happened. There are many integrations that you can set up with monday.com and other third party apps. Okay, so I’m gonna go ahead and close this. Next, let’s navigate over to this board over here new product branding. Again, what you want to do is spend some time adding your data to your different boards that you have edit similar to the process I just showed you. Now what we can do is navigate up to this plus icon and we can also create a document I’m gonna call this product ideas and I want access to this document. So I’m gonna go ahead and click on Create doc and for example, this could be a document where our team collaborates on different product ideas. Now I can also navigate over here and click on this plus icon and I have access to all of these different formatting options. I can also navigate down to for example board and I can add a board. I’m gonna go ahead and click on customer feedback. And quickly our team can see our customer feedback and create product ideas based on our customers feedback. Again, I can click down here and instead of clicking this plus icon I can go ahead and click on forward slash and that’s going to give me access to these elements. For example, I can add a checklist for navigate down I can add a Washington GPP I have access to tables, layouts, I can add images a GIF or YouTube video and other options down here. So as you can see you have extensive options when it comes to creating documents and collaborating with your team. If we navigate up here, you also have access to these other formatting options up above. Next, what we’re going to do is navigate over and what we can also do is create a dashboard. And for now I’m just going to call this fire dragon dashboard and then click on Create dashboard. And dashboards are a great way to visualize our data on different boards within our workspace what we first wanted to create up to connect boards and choose the board data that you want to add to your dashboard. For now, I’m just going to go ahead and click on customer feedback because we don’t have any data within these other boards and then navigate up to Add Widget and then add the type of widget that you want to add to your dashboard. Here you can see we have a chart widget I can click up here and click on More Options and I can customize it. I can also go ahead and rename the widget if I like. I’m going to go ahead and click on Add Widget and then navigate down to more widgets. And here we have access to many dashboard widgets that we can then customize the way that we like. I’m going to navigate up here click on table and then Add Widget and you can see that it’s going to add this table in here. Next what we can do is navigate over to my work and this is where you can work that is assigned to you. This allows you to stay on top of all your items inside Monday. Next, let’s navigate up to notifications. Here you can see all notifications unread where you were mentioned as well as assigned to you. If we navigate across we have inbox and this is where you can see all updates related to within your inbox. Then if we never get across we have your profile. And this is where you can customize elements within your account. Simply update your profile, manage automations import data, manage administration and teams and more. However, that is everything that I wanted to cover in this Monday work management Tutorial for Beginners. I’ve covered everything that you need to know to get up and running with monday.com to better manage your projects, departments, teams, and more. Now you can also use monday.com as a C R M. If you want to learn more about using monday.com as a CRM for your business. Then what I’ll do is add that tutorial down below in the description. And there we have it for this updated monday.com Tutorial for Beginners. Now if you have any questions about Monday make sure to put them down below. And with that said thank you so much for watching this video all the way through to the end. If you got value make sure leave a like and subscribe to this channel and that way I’ll see you in the next video. Take care everyone

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