Workforce Software Monday is the only free project management software and Custromer Relationship Management (CRM) application. It’s a user-friendly and appealing tool that allows large and small businesses to collaborate under a single roof. Whether if you are a start-up or a well-established business, Monday.com will be a perfect fit for you!
In this article, I have come up with a complete tutorial on Workforce Software Monday for beginners to get the most out of this forum. If you are interested, then keep reading the article for further details!
Let’s Get Going!
How to Use Workforce Software Monday.com
Integrate your company with Monday.com as well as manage your customers and projects all from one place. Here is the Monday.com tutorial.
Create Workspace
Monday.com allows you to set up more than one workspace. For beginners, just one is typically needed. The central part of your Monday day is your workspace, where you can manage projects and create campaigns, sales pipelines, or CRMs. Monday.com is making it simple to arrange this area.
You can make boards specifically for the project’s activities. Monday also gives you the possibility of sharing your board with users outside of the organization, which means that your client will be able to see the progress of the projects and track the progress.
Create Folders
Before we can begin our first task, we have to make folders. Monday.com provides you with the ability to create various folders within your Workspace. This will allow you to organize several projects with multiple clients.
Create Boards
To start a new project, click the create a new board click. Monday.com is extremely easy to use and pretty self-explanatory. You can pick from various designs for the type of board (project) you want to build, including Content Production, Marketing, Project Management, or Sales and CRM projects.
Consider your board in terms of a particular project you’re working on. It is possible to manage these within your folders in your Workspace.
Creating Groups
Monday.com’s software for managing projects lets you make groups. Groups are essential to control your project effectively. You can establish several groups to split the tasks you need to do for the client, such as the client’s specifications tests, ongoing testing, or completed work.
The different groups comprise activities, campaigns, or other aspects related to a particular project. They may be arranged in accordance with the progress in the course of work. Each group could be designated based on the achievement of the tasks. It is then easy to move work from one stage to the next.
Create Items
They are tasks that you must complete within your group of projects. They are your deliverables, and Monday.com’s program management system provides an easy task to handle these deliverables. It is as easy as clicking the “add item” button and then adding your deliverables.
After your project is completed, then you can move it from one category to the next.
Create Columns
Within the item, beside every category, Monday.com’s software offers an option to create a column or two to indicate various elements, such as the status of the item, its due date, name of the employee working on it, among other things.
- One column that is default is known as people. You can specify who is responsible for the task.
- You can also add participants to the project by adding their names to the people’s column using an email address.
- A simple right-click of “column” will bring up a drop-down menu of many items to which you can include an additional column. These could be things such as tags, timelines as well as dates, sub-items formulas, text, and many more.
Automate
Following is a fantastic feature from Monday.com called “Automate.“ It lets you create pre-determined automation in your projects. Let me describe the way this function works…
- The status here says, when “Status” changes to something, be aware of the person.
- This is where you’ll be able to determine the conditions of status. This includes something or someone.
- You can choose who to inform and who to notify when an item shifts from one state to the next.
- For instance, you could create software that will notify John whenever the developing the homepage task’s status shifts from ‘in progress to complete.
There are various automation available that can simplify repetitive, messy, and time-consuming tasks. Here is a beginner’s tutorial for using Monday.com.
Monday Project Management Tutorial for Novices
Not only are you able to manage your projects, but you can also take part in CRM-related activities.
- To begin, choose the folder “Sales CRM“ under templates. Monday lets you select an appropriate template for CRM and Sales.
- In the CRM folder on the navigation panel to the left side, you will see CRM components like leads pipelines, sales lead capture sales dashboard, and the CRM learning center.
- You can choose any of these elements and then customize each task, group, and column within the various categories.
- You can monitor your sales targets, and monitor the progress, priority and value in real-time for your KPIs in CRM.
Wrapping Up
If you plan to utilize workforce software monday for project management and CRM, I highly suggest beginning with template creation. This can help you better understand automation, which is a beneficial feature of Monday.com.
One of the most effective methods to learn about automation is to choose an appropriate template and take a look at the present automation. In this way, this platform will automate your mundane tasks easily to save you time for essentials.
